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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 | $22,784 | $92,684-75.4% | $82,706-72.5% | $134,509-83.1% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.7pp | 81.2%-38.4pp |
| Annual return | -16.92% | 945.84%-962.8pp | 701.76%-718.7pp | 418.13%-435.1pp |
| Employer contribution / active EE | $735 | $3,272-77.5% | $3,007-75.6% | $4,741-84.5% |
| Participant deferral / active EE | $745 | $4,800-84.5% | $4,394-83.0% | $6,400-88.4% |
| Admin fee / account holder | $118 | $5,982-98.0% | $5,329-97.8% | $11,427-99.0% |