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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 | $19,484 | $75,832-74.3% | $147,617-86.8% | $59,633-67.3% |
| Participation rate | 64.1% | 71.6%-7.5pp | 84.6%-20.5pp | 68.7%-4.6pp |
| Annual return | -1.93% | 0.37%-2.3pp | 61.98%-63.9pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $782 | $3,485-77.6% | $5,564-86.0% | $2,203-64.5% |
| Participant deferral / active EE | $244 | $3,131-92.2% | $4,895-95.0% | $3,192-92.4% |
| Admin fee / account holder | $48 | $5,986-99.2% | $11,612-99.6% | $4,297-98.9% |