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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 | $22,297 | $138,078-83.9% | $125,363-82.2% | $134,509-83.4% |
| Participation rate | 54.5% | 84.5%-29.9pp | 82.4%-27.8pp | 81.2%-26.7pp |
| Annual return | -19.26% | 750.49%-769.7pp | 572.15%-591.4pp | 418.13%-437.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $655 | $7,800-91.6% | $7,447-91.2% | $6,400-89.8% |
| Admin fee / account holder | $27 | $11,566-99.8% | $10,005-99.7% | $11,427-99.8% |