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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 | $13,607 | $147,727-90.8% | $115,756-88.2% | $134,509-89.9% |
| Participation rate | 58.3% | 80.4%-22.1pp | 77.1%-18.7pp | 81.2%-22.9pp |
| Annual return | -20.88% | 73.96%-94.8pp | 143.14%-164.0pp | 418.13%-439.0pp |
| Employer contribution / active EE | $887 | $4,713-81.2% | $3,793-76.6% | $4,741-81.3% |
| Participant deferral / active EE | $1,197 | $7,563-84.2% | $6,254-80.9% | $6,400-81.3% |
| Admin fee / account holder | $0 | $14,571-100.0% | $8,124-100.0% | $11,427-100.0% |