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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 | $28,039 | $78,694-64.4% | $67,652-58.6% | $125,393-77.6% |
| Participation rate | 59.1% | 78.8%-19.7pp | 75.7%-16.6pp | 83.2%-24.1pp |
| Annual return | -0.04% | 9.46%-9.5pp | 6625.04%-6625.1pp | 282.23%-282.3pp |
| Employer contribution / active EE | $1,124 | $3,044-63.1% | $2,266-50.4% | $4,866-76.9% |
| Participant deferral / active EE | $1,214 | $4,292-71.7% | $3,560-65.9% | $5,351-77.3% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |