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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 | $48,151 | $82,674-41.8% | $125,381-61.6% | $68,486-29.7% |
| Participation rate | 16.2% | 75.1%-58.8pp | 82.4%-66.2pp | 67.9%-51.7pp |
| Annual return | -19.19% | -5.97%-13.2pp | 572.31%-591.5pp | -7.85%-11.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,312 | $6,111-78.5% | $7,448-82.4% | $4,028-67.4% |
| Admin fee / account holder | $0 | $6,277-100.0% | $10,007-100.0% | $5,404-100.0% |