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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 | $37,334 | $95,975-61.1% | $74,552-49.9% | $135,382-72.4% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -6.71% | 56.96%-63.7pp | 32.53%-39.2pp | 519.77%-526.5pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $560 | $3,844-85.4% | $3,108-82.0% | $5,609-90.0% |
| Admin fee / account holder | $92 | $6,522-98.6% | $5,060-98.2% | $10,829-99.2% |