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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 | $25,682 | $65,027-60.5% | $90,970-71.8% | $79,852-67.8% |
| Participation rate | 25.8% | 61.6%-35.8pp | 69.0%-43.2pp | 69.6%-43.8pp |
| Annual return | 0.00% | 30.45%-30.5pp | 134.58%-134.6pp | 31.72%-31.7pp |
| Employer contribution / active EE | $486 | $1,247-61.0% | $2,122-77.1% | $2,471-80.3% |
| Participant deferral / active EE | $759 | $2,512-69.8% | $3,373-77.5% | $3,740-79.7% |
| Admin fee / account holder | $230 | $4,535-94.9% | $5,960-96.1% | $5,306-95.7% |