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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 | $8,066 | $92,743-91.3% | $82,744-90.3% | $134,532-94.0% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -4.18% | 946.63%-950.8pp | 702.22%-706.4pp | 418.27%-422.4pp |
| Employer contribution / active EE | $3,077 | $3,273-6.0% | $3,008+2.3% | $4,741-35.1% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $56 | $5,977-99.1% | $5,325-98.9% | $11,429-99.5% |