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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 | $17,032 | $92,743-81.6% | $82,744-79.4% | $134,532-87.3% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -17.83% | 946.63%-964.5pp | 702.22%-720.0pp | 418.27%-436.1pp |
| Employer contribution / active EE | $1,434 | $3,273-56.2% | $3,008-52.3% | $4,741-69.8% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $49 | $5,977-99.2% | $5,325-99.1% | $11,429-99.6% |