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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 | $24,490 | $82,314-70.2% | $68,808-64.4% | $134,532-81.8% |
| Participation rate | 10.0% | 75.1%-65.1pp | 69.0%-59.0pp | 81.2%-71.2pp |
| Annual return | 0.00% | -2.18%+2.2pp | -6.37%+6.4pp | 418.27%-418.3pp |
| Employer contribution / active EE | $2,050 | $3,301-37.9% | $2,656-22.8% | $4,741-56.8% |
| Participant deferral / active EE | $397 | $4,740-91.6% | $3,942-89.9% | $6,401-93.8% |
| Admin fee / account holder | $6 | $6,484-99.9% | $4,936-99.9% | $11,429-99.9% |