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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 | $106,548-90.6% | $91,219-89.0% | $134,493-92.6% |
| Participation rate | 60.0% | 76.8%-16.8pp | 73.2%-13.2pp | 81.2%-21.2pp |
| Annual return | -0.07% | 160.69%-160.8pp | 114.06%-114.1pp | 418.01%-418.1pp |
| Employer contribution / active EE | $2,919 | $3,331-12.4% | $2,851+2.4% | $4,740-38.4% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,400-100.0% |
| Admin fee / account holder | $5 | $6,233-99.9% | $5,421-99.9% | $11,425-100.0% |