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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,114 | $27,936-88.9% | $58,561-94.7% | $75,173-95.9% |
| Participation rate | 9.3% | 38.8%-29.5pp | 50.9%-41.6pp | 67.2%-57.9pp |
| Annual return | 63.82% | 44.21%+19.6pp | 4251.33%-4187.5pp | 160.72%-96.9pp |
| Employer contribution / active EE | $1 | $670-99.9% | $1,053-99.9% | $2,671-100.0% |
| Participant deferral / active EE | $215 | $1,202-82.1% | $1,923-88.8% | $4,126-94.8% |
| Admin fee / account holder | $7 | $1,727-99.6% | $2,520-99.7% | $5,651-99.9% |