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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 | $20,089 | $92,766-78.3% | $82,763-75.7% | $134,545-85.1% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -16.00% | 946.97%-963.0pp | 702.45%-718.4pp | 418.37%-434.4pp |
| Employer contribution / active EE | $3,145 | $3,273-3.9% | $3,008+4.5% | $4,742-33.7% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $53 | $5,978-99.1% | $5,325-99.0% | $11,431-99.5% |