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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 | $15,384 | $90,467-83.0% | $93,759-83.6% | $134,532-88.6% |
| Participation rate | 40.0% | 82.0%-42.0pp | 81.0%-41.0pp | 81.2%-41.2pp |
| Annual return | -19.82% | -15.72%-4.1pp | -11.33%-8.5pp | 418.27%-438.1pp |
| Employer contribution / active EE | $1,222 | $4,345-71.9% | $4,324-71.7% | $4,741-74.2% |
| Participant deferral / active EE | $767 | $5,980-87.2% | $6,096-87.4% | $6,401-88.0% |
| Admin fee / account holder | $30 | $9,258-99.7% | $7,197-99.6% | $11,429-99.7% |