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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 | $835 | $25,979-96.8% | $71,778-98.8% | $68,490-98.8% |
| Participation rate | 28.0% | 54.5%-26.5pp | 62.3%-34.3pp | 67.9%-39.9pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.15%-9.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $82 | $900-90.9% | $1,704-95.2% | $2,597-96.8% |
| Participant deferral / active EE | $166 | $1,522-89.1% | $2,656-93.7% | $4,028-95.9% |
| Admin fee / account holder | $57 | $2,022-97.2% | $3,974-98.6% | $5,403-99.0% |