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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 | $30,101 | $99,668-69.8% | $86,451-65.2% | $134,545-77.6% |
| Participation rate | 20.0% | 82.1%-62.1pp | 80.3%-60.3pp | 81.2%-61.2pp |
| Annual return | -19.26% | 6789.61%-6808.9pp | 4398.51%-4417.8pp | 418.37%-437.6pp |
| Employer contribution / active EE | $1,450 | $4,403-67.1% | $3,770-61.5% | $4,742-69.4% |
| Participant deferral / active EE | $1,824 | $7,249-74.8% | $6,953-73.8% | $6,401-71.5% |
| Admin fee / account holder | $0 | $8,377-100.0% | $6,734-100.0% | $11,431-100.0% |