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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 | $43,391 | $123,854-65.0% | $69,623-37.7% | $145,884-70.3% |
| Participation rate | 50.0% | 69.2%-19.2pp | 66.4%-16.4pp | 80.3%-30.3pp |
| Annual return | 0.00% | 192.35%-192.4pp | 101.23%-101.2pp | 551.85%-551.8pp |
| Employer contribution / active EE | $20,000 | $2,673+648.2% | $1,709+1070.3% | $4,662+329.0% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $2,890-100.0% | $6,690-100.0% |
| Admin fee / account holder | $12 | $7,822-99.9% | $4,696-99.8% | $13,392-99.9% |