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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 | $41,272 | $105,866-61.0% | $90,766-54.5% | $134,545-69.3% |
| Participation rate | 0.0% | 78.3%-78.3pp | 75.7%-75.7pp | 81.2%-81.2pp |
| Annual return | -18.64% | -10.99%-7.6pp | -12.16%-6.5pp | 418.37%-437.0pp |
| Employer contribution / active EE | $946 | $3,464-72.7% | $2,922-67.6% | $4,742-80.0% |
| Participant deferral / active EE | $1,000 | $5,217-80.8% | $4,565-78.1% | $6,401-84.4% |
| Admin fee / account holder | $247 | $13,938-98.2% | $8,446-97.1% | $11,431-97.8% |