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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 | $8,080 | $92,766-91.3% | $82,763-90.2% | $134,545-94.0% |
| Participation rate | 20.0% | 75.2%-55.2pp | 72.6%-52.6pp | 81.2%-61.2pp |
| Annual return | -17.11% | 946.97%-964.1pp | 702.45%-719.6pp | 418.37%-435.5pp |
| Employer contribution / active EE | $347 | $3,273-89.4% | $3,008-88.5% | $4,742-92.7% |
| Participant deferral / active EE | $868 | $4,802-81.9% | $4,395-80.3% | $6,401-86.4% |
| Admin fee / account holder | $12 | $5,978-99.8% | $5,325-99.8% | $11,431-99.9% |