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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 | $61,303 | $82,678-25.9% | $125,391-51.1% | $68,490-10.5% |
| Participation rate | 28.9% | 75.1%-46.2pp | 82.4%-53.5pp | 67.9%-39.0pp |
| Annual return | -16.19% | -5.97%-10.2pp | 572.41%-588.6pp | -7.85%-8.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,533 | $6,111-74.9% | $7,448-79.4% | $4,028-61.9% |
| Admin fee / account holder | $4 | $6,277-99.9% | $10,009-100.0% | $5,403-99.9% |