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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 | $21,790 | $93,023-76.6% | $77,027-71.7% | $134,493-83.8% |
| Participation rate | 35.7% | 74.5%-38.8pp | 67.9%-32.2pp | 81.2%-45.5pp |
| Annual return | -16.67% | 62.61%-79.3pp | 42.32%-59.0pp | 418.01%-434.7pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,813-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $284 | $5,238-94.6% | $4,427-93.6% | $6,400-95.6% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,425-100.0% |