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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 | $14,132 | $92,743-84.8% | $82,744-82.9% | $134,532-89.5% |
| Participation rate | 55.6% | 75.2%-19.6pp | 72.6%-17.0pp | 81.2%-25.7pp |
| Annual return | -4.51% | 946.63%-951.1pp | 702.22%-706.7pp | 418.27%-422.8pp |
| Employer contribution / active EE | $1,302 | $3,273-60.2% | $3,008-56.7% | $4,741-72.5% |
| Participant deferral / active EE | $526 | $4,802-89.0% | $4,395-88.0% | $6,401-91.8% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |