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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 | $44,746 | $106,551-58.0% | $91,225-50.9% | $134,532-66.7% |
| Participation rate | 33.3% | 76.8%-43.5pp | 73.2%-39.9pp | 81.2%-47.9pp |
| Annual return | -16.46% | 160.78%-177.2pp | 114.12%-130.6pp | 418.27%-434.7pp |
| Employer contribution / active EE | $772 | $3,331-76.8% | $2,851-72.9% | $4,741-83.7% |
| Participant deferral / active EE | $800 | $4,718-83.0% | $4,233-81.1% | $6,401-87.5% |
| Admin fee / account holder | $0 | $6,234-100.0% | $5,422-100.0% | $11,429-100.0% |