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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 | $53,655 | $88,603-39.4% | $69,890-23.2% | $134,545-60.1% |
| Participation rate | 17.4% | 74.9%-57.5pp | 70.5%-53.1pp | 81.2%-63.8pp |
| Annual return | -20.40% | 442.93%-463.3pp | 190.84%-211.2pp | 418.37%-438.8pp |
| Employer contribution / active EE | $376 | $3,236-88.4% | $2,560-85.3% | $4,742-92.1% |
| Participant deferral / active EE | $743 | $4,771-84.4% | $3,848-80.7% | $6,401-88.4% |
| Admin fee / account holder | $193 | $10,443-98.2% | $6,267-96.9% | $11,431-98.3% |