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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 | $4,435 | $84,628-94.8% | $61,501-92.8% | $134,545-96.7% |
| Participation rate | 8.7% | 62.2%-53.5pp | 52.6%-43.9pp | 81.2%-72.5pp |
| Annual return | -19.86% | 585.61%-605.5pp | 339.04%-358.9pp | 418.37%-438.2pp |
| Employer contribution / active EE | $133 | $1,545-91.4% | $1,160-88.6% | $4,742-97.2% |
| Participant deferral / active EE | $142 | $2,819-94.9% | $2,125-93.3% | $6,401-97.8% |
| Admin fee / account holder | $12 | $2,587-99.5% | $2,132-99.4% | $11,431-99.9% |