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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 | $5,418 | $84,551-93.6% | $61,452-91.2% | $134,532-96.0% |
| Participation rate | 55.6% | 62.2%-6.6pp | 52.6%+3.0pp | 81.2%-25.7pp |
| Annual return | -17.87% | 585.39%-603.3pp | 338.96%-356.8pp | 418.27%-436.1pp |
| Employer contribution / active EE | $45 | $1,545-97.1% | $1,160-96.2% | $4,741-99.1% |
| Participant deferral / active EE | $167 | $2,818-94.1% | $2,125-92.2% | $6,401-97.4% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,429-100.0% |