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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 | $22,972 | $92,743-75.2% | $82,744-72.2% | $134,532-82.9% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -18.23% | 946.63%-964.9pp | 702.22%-720.4pp | 418.27%-436.5pp |
| Employer contribution / active EE | $2,275 | $3,273-30.5% | $3,008-24.4% | $4,741-52.0% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $36 | $5,977-99.4% | $5,325-99.3% | $11,429-99.7% |