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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 | $8,037 | $67,352-88.1% | $60,899-86.8% | $134,509-94.0% |
| Participation rate | 57.1% | 76.2%-19.0pp | 73.1%-16.0pp | 81.2%-24.1pp |
| Annual return | -18.50% | 49.99%-68.5pp | 16.92%-35.4pp | 418.13%-436.6pp |
| Employer contribution / active EE | $1,076 | $3,098-65.3% | $2,702-60.2% | $4,741-77.3% |
| Participant deferral / active EE | $426 | $4,539-90.6% | $3,817-88.8% | $6,400-93.3% |
| Admin fee / account holder | $75 | $4,585-98.4% | $3,225-97.7% | $11,427-99.3% |