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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 | $40,819 | $92,743-56.0% | $82,744-50.7% | $134,532-69.7% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -8.36% | 946.63%-955.0pp | 702.22%-710.6pp | 418.27%-426.6pp |
| Employer contribution / active EE | $544 | $3,273-83.4% | $3,008-81.9% | $4,741-88.5% |
| Participant deferral / active EE | $616 | $4,802-87.2% | $4,395-86.0% | $6,401-90.4% |
| Admin fee / account holder | $26 | $5,977-99.6% | $5,325-99.5% | $11,429-99.8% |