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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 | $77,876 | $92,766-16.1% | $82,763-5.9% | $134,545-42.1% |
| Participation rate | 68.2% | 75.2%-7.0pp | 72.6%-4.4pp | 81.2%-13.1pp |
| Annual return | -16.04% | 946.97%-963.0pp | 702.45%-718.5pp | 418.37%-434.4pp |
| Employer contribution / active EE | $3,975 | $3,273+21.5% | $3,008+32.1% | $4,742-16.2% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $189 | $5,978-96.8% | $5,325-96.4% | $11,431-98.3% |