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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 | $7,763 | $84,551-90.8% | $61,452-87.4% | $134,532-94.2% |
| Participation rate | 21.7% | 62.2%-40.5pp | 52.6%-30.8pp | 81.2%-59.5pp |
| Annual return | -18.33% | 585.39%-603.7pp | 338.96%-357.3pp | 418.27%-436.6pp |
| Employer contribution / active EE | $130 | $1,545-91.6% | $1,160-88.8% | $4,741-97.3% |
| Participant deferral / active EE | $157 | $2,818-94.4% | $2,125-92.6% | $6,401-97.5% |
| Admin fee / account holder | $5 | $2,587-99.8% | $2,131-99.8% | $11,429-100.0% |