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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 | $14,292 | $75,832-81.2% | $147,617-90.3% | $59,633-76.0% |
| Participation rate | 63.4% | 71.6%-8.1pp | 84.6%-21.2pp | 68.7%-5.3pp |
| Annual return | -1.29% | 0.37%-1.7pp | 61.98%-63.3pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $944 | $3,485-72.9% | $5,564-83.0% | $2,203-57.1% |
| Participant deferral / active EE | $464 | $3,131-85.2% | $4,895-90.5% | $3,192-85.5% |
| Admin fee / account holder | $207 | $5,986-96.5% | $11,612-98.2% | $4,297-95.2% |