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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 | $36,289 | $78,694-53.9% | $67,652-46.4% | $125,389-71.1% |
| Participation rate | 27.3% | 78.8%-51.5pp | 75.7%-48.4pp | 83.2%-55.9pp |
| Annual return | -1.64% | 9.46%-11.1pp | 6625.40%-6627.0pp | 282.24%-283.9pp |
| Employer contribution / active EE | $653 | $3,044-78.5% | $2,266-71.2% | $4,866-86.6% |
| Participant deferral / active EE | $877 | $4,292-79.6% | $3,560-75.4% | $5,352-83.6% |
| Admin fee / account holder | $267 | $7,403-96.4% | $4,821-94.5% | $9,541-97.2% |