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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 | $18,485 | $75,962-75.7% | $154,108-88.0% | $64,173-71.2% |
| Participation rate | 32.6% | 70.4%-37.9pp | 83.0%-50.5pp | 69.6%-37.0pp |
| Annual return | -7.22% | 30.32%-37.5pp | 735.21%-742.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $497 | $3,350-85.2% | $5,298-90.6% | $2,381-79.1% |
| Participant deferral / active EE | $695 | $3,175-78.1% | $5,081-86.3% | $3,470-80.0% |
| Admin fee / account holder | $81 | $5,589-98.6% | $13,411-99.4% | $4,887-98.4% |