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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 | $27,946 | $67,372-58.5% | $60,906-54.1% | $134,532-79.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.1%-23.1pp | 81.2%-31.2pp |
| Annual return | -9.16% | 50.05%-59.2pp | 16.94%-26.1pp | 418.27%-427.4pp |
| Employer contribution / active EE | $536 | $3,099-82.7% | $2,703-80.2% | $4,741-88.7% |
| Participant deferral / active EE | $748 | $4,532-83.5% | $3,814-80.4% | $6,401-88.3% |
| Admin fee / account holder | $119 | $4,588-97.4% | $3,227-96.3% | $11,429-99.0% |