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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 | $4,189 | $84,551-95.0% | $61,452-93.2% | $134,532-96.9% |
| Participation rate | 20.0% | 62.2%-42.2pp | 52.6%-32.6pp | 81.2%-61.2pp |
| Annual return | -15.90% | 585.39%-601.3pp | 338.96%-354.9pp | 418.27%-434.2pp |
| Employer contribution / active EE | $127 | $1,545-91.8% | $1,160-89.1% | $4,741-97.3% |
| Participant deferral / active EE | $135 | $2,818-95.2% | $2,125-93.6% | $6,401-97.9% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,429-100.0% |