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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 | $16,576 | $56,431-70.6% | $130,788-87.3% | $87,485-81.1% |
| Participation rate | 3.2% | 58.9%-55.7pp | 70.1%-66.9pp | 68.9%-65.7pp |
| Annual return | 16.10% | 91.27%-75.2pp | 386.44%-370.3pp | 26.06%-10.0pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $71 | $2,749-97.4% | $4,137-98.3% | $4,274-98.3% |
| Admin fee / account holder | $0 | $4,433-100.0% | $6,673-100.0% | $7,775-100.0% |