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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 | $13,983 | $92,743-84.9% | $82,744-83.1% | $134,532-89.6% |
| Participation rate | 28.6% | 75.2%-46.6pp | 72.6%-44.0pp | 81.2%-52.7pp |
| Annual return | -18.49% | 946.63%-965.1pp | 702.22%-720.7pp | 418.27%-436.8pp |
| Employer contribution / active EE | $521 | $3,273-84.1% | $3,008-82.7% | $4,741-89.0% |
| Participant deferral / active EE | $812 | $4,802-83.1% | $4,395-81.5% | $6,401-87.3% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |