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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 | $18,042 | $78,694-77.1% | $67,652-73.3% | $125,389-85.6% |
| Participation rate | 60.0% | 78.8%-18.8pp | 75.7%-15.7pp | 83.2%-23.2pp |
| Annual return | -0.25% | 9.46%-9.7pp | 6625.40%-6625.6pp | 282.24%-282.5pp |
| Employer contribution / active EE | $579 | $3,044-81.0% | $2,266-74.4% | $4,866-88.1% |
| Participant deferral / active EE | $1,248 | $4,292-70.9% | $3,560-64.9% | $5,352-76.7% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |