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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 | $21,532 | $69,774-69.1% | $67,561-68.1% | $74,429-71.1% |
| Participation rate | 27.7% | 71.4%-43.6pp | 72.9%-45.2pp | 67.2%-39.5pp |
| Annual return | 0.00% | -40.53%+40.5pp | 3525.44%-3525.4pp | 1368.38%-1368.4pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,735-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $945 | $3,636-74.0% | $4,003-76.4% | $4,348-78.3% |
| Admin fee / account holder | $93 | $890-89.5% | $4,006-97.7% | $1,944-95.2% |