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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 | $93,124-76.6% | $77,100-71.7% | $134,545-83.8% |
| Participation rate | 35.7% | 74.5%-38.8pp | 67.9%-32.2pp | 81.2%-45.5pp |
| Annual return | -16.67% | 62.68%-79.4pp | 42.35%-59.0pp | 418.37%-435.0pp |
| Employer contribution / active EE | $0 | $3,421-100.0% | $2,815-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $284 | $5,242-94.6% | $4,430-93.6% | $6,401-95.6% |
| Admin fee / account holder | $0 | $6,970-100.0% | $5,443-100.0% | $11,431-100.0% |