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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 | $19,938 | $29,319-32.0% | $52,425-62.0% | $82,448-75.8% |
| Participation rate | 2.5% | 46.9%-44.4pp | 55.6%-53.1pp | 68.1%-65.6pp |
| Annual return | 26.72% | 535.20%-508.5pp | 302.12%-275.4pp | 41.64%-14.9pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $143 | $1,171-87.8% | $1,790-92.0% | $4,139-96.6% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |