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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 | $26,322 | $133,981-80.4% | $112,249-76.6% | $134,532-80.4% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -18.59% | 47.16%-65.8pp | 27.48%-46.1pp | 418.27%-436.9pp |
| Employer contribution / active EE | $2,508 | $4,040-37.9% | $3,636-31.0% | $4,741-47.1% |
| Participant deferral / active EE | $43 | $5,292-99.2% | $4,729-99.1% | $6,401-99.3% |
| Admin fee / account holder | $261 | $7,492-96.5% | $6,412-95.9% | $11,429-97.7% |