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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 | $58,771 | $32,117+83.0% | $71,086-17.3% | $64,173-8.4% |
| Participation rate | 4.5% | 42.7%-38.2pp | 54.7%-50.2pp | 69.6%-65.1pp |
| Annual return | -5.72% | -5.57%-0.1pp | 650.59%-656.3pp | 7.63%-13.4pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $250 | $1,263-80.2% | $1,874-86.7% | $3,470-92.8% |
| Admin fee / account holder | $87 | $2,759-96.8% | $3,082-97.2% | $4,887-98.2% |