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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 | $9,995 | $106,557-90.6% | $91,227-89.0% | $134,545-92.6% |
| Participation rate | 60.0% | 76.8%-16.8pp | 73.2%-13.2pp | 81.2%-21.2pp |
| Annual return | -0.07% | 160.81%-160.9pp | 114.14%-114.2pp | 418.37%-418.4pp |
| Employer contribution / active EE | $2,919 | $3,332-12.4% | $2,851+2.4% | $4,742-38.4% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5 | $6,235-99.9% | $5,423-99.9% | $11,431-100.0% |