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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 | $17,527 | $129,959-86.5% | $104,301-83.2% | $134,532-87.0% |
| Participation rate | 63.6% | 79.5%-15.9pp | 73.3%-9.6pp | 81.2%-17.6pp |
| Annual return | -14.06% | 42.04%-56.1pp | 24.61%-38.7pp | 418.27%-432.3pp |
| Employer contribution / active EE | $8,213 | $4,185+96.2% | $3,373+143.5% | $4,741+73.2% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $123 | $9,325-98.7% | $7,340-98.3% | $11,429-98.9% |