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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 | $29,704 | $82,630-64.1% | $64,105-53.7% | $125,389-76.3% |
| Participation rate | 52.9% | 75.9%-22.9pp | 68.2%-15.2pp | 83.2%-30.2pp |
| Annual return | -1.31% | 1489.72%-1491.0pp | 791.24%-792.5pp | 282.24%-283.5pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $384 | $3,608-89.4% | $2,822-86.4% | $5,352-92.8% |
| Admin fee / account holder | $58 | $6,382-99.1% | $4,499-98.7% | $9,541-99.4% |