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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 | $20,915 | $54,355-61.5% | $82,744-74.7% | $68,486-69.5% |
| Participation rate | 48.8% | 63.9%-15.1pp | 72.6%-23.7pp | 67.9%-19.1pp |
| Annual return | -18.81% | -13.67%-5.1pp | 702.22%-721.0pp | -7.85%-11.0pp |
| Employer contribution / active EE | $407 | $2,219-81.6% | $3,008-86.5% | $2,597-84.3% |
| Participant deferral / active EE | $860 | $3,246-73.5% | $4,395-80.4% | $4,028-78.6% |
| Admin fee / account holder | $116 | $4,397-97.4% | $5,325-97.8% | $5,404-97.9% |