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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 | $25,142 | $75,962-66.9% | $154,111-83.7% | $64,173-60.8% |
| Participation rate | 11.5% | 70.4%-58.9pp | 83.0%-71.5pp | 69.6%-58.0pp |
| Annual return | -4.32% | 30.32%-34.6pp | 735.18%-739.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $295 | $3,175-90.7% | $5,081-94.2% | $3,470-91.5% |
| Admin fee / account holder | $270 | $5,589-95.2% | $13,411-98.0% | $4,887-94.5% |