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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 | $21,181 | $97,761-78.3% | $83,850-74.7% | $135,382-84.4% |
| Participation rate | 33.3% | 80.0%-46.6pp | 76.1%-42.8pp | 82.6%-49.3pp |
| Annual return | -8.42% | 1287.44%-1295.9pp | 850.92%-859.3pp | 519.77%-528.2pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $372 | $4,682-92.1% | $4,082-90.9% | $5,609-93.4% |
| Admin fee / account holder | $144 | $6,674-97.8% | $5,478-97.4% | $10,829-98.7% |