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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 | $13,239 | $92,684-85.7% | $82,706-84.0% | $134,509-90.2% |
| Participation rate | 21.4% | 75.2%-53.8pp | 72.6%-51.1pp | 81.2%-59.8pp |
| Annual return | -17.48% | 945.84%-963.3pp | 701.76%-719.2pp | 418.13%-435.6pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $758 | $4,800-84.2% | $4,394-82.8% | $6,400-88.2% |
| Admin fee / account holder | $183 | $5,982-96.9% | $5,329-96.6% | $11,427-98.4% |