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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 | $24,893 | $49,177-49.4% | $79,467-68.7% | $64,173-61.2% |
| Participation rate | 24.2% | 65.0%-40.8pp | 73.3%-49.1pp | 69.6%-45.3pp |
| Annual return | -2.85% | -1.16%-1.7pp | 718.30%-721.2pp | 7.63%-10.5pp |
| Employer contribution / active EE | $266 | $2,076-87.2% | $2,800-90.5% | $2,381-88.8% |
| Participant deferral / active EE | $373 | $2,821-86.8% | $3,704-89.9% | $3,470-89.3% |
| Admin fee / account holder | $9 | $3,839-99.8% | $5,104-99.8% | $4,887-99.8% |