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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 | $25,497 | $104,924-75.7% | $84,623-69.9% | $152,885-83.3% |
| Participation rate | 4.3% | 74.8%-70.5pp | 68.2%-63.9pp | 82.5%-78.1pp |
| Annual return | 0.00% | 373.82%-373.8pp | 258.77%-258.8pp | 345.39%-345.4pp |
| Employer contribution / active EE | $298 | $3,302-91.0% | $2,652-88.8% | $4,763-93.7% |
| Participant deferral / active EE | $745 | $4,689-84.1% | $3,899-80.9% | $5,851-87.3% |
| Admin fee / account holder | $68 | $6,242-98.9% | $4,913-98.6% | $11,598-99.4% |