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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 | $22,969 | $53,546-57.1% | $69,884-67.1% | $68,486-66.5% |
| Participation rate | 23.6% | 64.5%-40.9pp | 70.5%-46.9pp | 67.9%-44.3pp |
| Annual return | -18.50% | -13.87%-4.6pp | 190.81%-209.3pp | -7.85%-10.6pp |
| Employer contribution / active EE | $430 | $2,019-78.7% | $2,560-83.2% | $2,597-83.4% |
| Participant deferral / active EE | $859 | $2,957-70.9% | $3,848-77.7% | $4,028-78.7% |
| Admin fee / account holder | $122 | $4,693-97.4% | $6,266-98.1% | $5,404-97.7% |