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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,123 | $138,114-83.3% | $125,391-81.6% | $134,545-82.8% |
| Participation rate | 29.2% | 84.5%-55.3pp | 82.4%-53.2pp | 81.2%-52.1pp |
| Annual return | -8.90% | 750.88%-759.8pp | 572.41%-581.3pp | 418.37%-427.3pp |
| Employer contribution / active EE | $2,261 | $5,246-56.9% | $4,816-53.0% | $4,742-52.3% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $184 | $11,570-98.4% | $10,009-98.2% | $11,431-98.4% |