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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 | $7,731 | $82,314-90.6% | $68,808-88.8% | $134,532-94.3% |
| Participation rate | 42.9% | 75.1%-32.2pp | 69.0%-26.2pp | 81.2%-38.4pp |
| Annual return | -0.23% | -2.18%+1.9pp | -6.37%+6.1pp | 418.27%-418.5pp |
| Employer contribution / active EE | $1,824 | $3,301-44.7% | $2,656-31.3% | $4,741-61.5% |
| Participant deferral / active EE | $0 | $4,740-100.0% | $3,942-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $6,484-100.0% | $4,936-100.0% | $11,429-100.0% |