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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 | $19,338 | $75,832-74.5% | $147,617-86.9% | $59,633-67.6% |
| Participation rate | 58.8% | 71.6%-12.7pp | 84.6%-25.8pp | 68.7%-9.8pp |
| Annual return | -1.17% | 0.37%-1.5pp | 61.98%-63.1pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $858 | $3,485-75.4% | $5,564-84.6% | $2,203-61.1% |
| Participant deferral / active EE | $830 | $3,131-73.5% | $4,895-83.0% | $3,192-74.0% |
| Admin fee / account holder | $141 | $5,986-97.6% | $11,612-98.8% | $4,297-96.7% |