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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 | $24,580 | $152,542-83.9% | $117,498-79.1% | $134,509-81.7% |
| Participation rate | 11.1% | 77.1%-66.0pp | 70.6%-59.5pp | 81.2%-70.1pp |
| Annual return | -19.82% | 53.02%-72.8pp | 29.75%-49.6pp | 418.13%-438.0pp |
| Employer contribution / active EE | $0 | $5,574-100.0% | $4,178-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $113 | $4,819-97.6% | $4,071-97.2% | $6,400-98.2% |
| Admin fee / account holder | $0 | $7,006-100.0% | $5,646-100.0% | $11,427-100.0% |