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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 | $10,525 | $29,507-64.3% | $56,025-81.2% | $77,762-86.5% |
| Participation rate | 6.0% | 32.7%-26.7pp | 52.5%-46.5pp | 70.6%-64.6pp |
| Annual return | 0.00% | 18.90%-18.9pp | 1712.69%-1712.7pp | 31.27%-31.3pp |
| Employer contribution / active EE | $0 | $570-100.0% | $1,042-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $199 | $1,062-81.2% | $1,955-89.8% | $4,651-95.7% |
| Admin fee / account holder | $80 | $1,041-92.3% | $2,828-97.2% | $433-81.5% |