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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 | $33,870 | $95,979-64.7% | $74,551-54.6% | $135,380-75.0% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -6.22% | 56.97%-63.2pp | 32.53%-38.8pp | 519.81%-526.0pp |
| Employer contribution / active EE | $596 | $2,716-78.1% | $1,961-69.6% | $4,779-87.5% |
| Participant deferral / active EE | $745 | $3,844-80.6% | $3,108-76.0% | $5,609-86.7% |
| Admin fee / account holder | $212 | $6,522-96.8% | $5,059-95.8% | $10,828-98.0% |