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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 | $36,913 | $90,606-59.3% | $79,466-53.5% | $135,379-72.7% |
| Participation rate | 57.9% | 76.0%-18.2pp | 73.3%-15.5pp | 82.6%-24.7pp |
| Annual return | -5.99% | 977.69%-983.7pp | 718.28%-724.3pp | 519.79%-525.8pp |
| Employer contribution / active EE | $95 | $3,068-96.9% | $2,800-96.6% | $4,779-98.0% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |