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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 | $36,126 | $93,117-61.2% | $77,096-53.1% | $134,532-73.1% |
| Participation rate | 31.3% | 74.5%-43.2pp | 67.9%-36.7pp | 81.2%-50.0pp |
| Annual return | -19.48% | 62.67%-82.1pp | 42.35%-61.8pp | 418.27%-437.7pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $204 | $5,241-96.1% | $4,429-95.4% | $6,401-96.8% |
| Admin fee / account holder | $4 | $6,948-99.9% | $5,428-99.9% | $11,429-100.0% |