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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 | $27,542 | $82,630-66.7% | $64,105-57.0% | $125,389-78.0% |
| Participation rate | 53.3% | 75.9%-22.5pp | 68.2%-14.8pp | 83.2%-29.9pp |
| Annual return | -0.98% | 1489.72%-1490.7pp | 791.24%-792.2pp | 282.24%-283.2pp |
| Employer contribution / active EE | $690 | $2,671-74.2% | $1,820-62.1% | $4,866-85.8% |
| Participant deferral / active EE | $774 | $3,608-78.5% | $2,822-72.6% | $5,352-85.5% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |