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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 | $2,895 | $27,924-89.6% | $58,544-95.1% | $75,181-96.1% |
| Participation rate | 5.6% | 38.8%-33.3pp | 50.9%-45.3pp | 67.2%-61.6pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4249.56%-4249.6pp | 160.69%-160.7pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $151 | $1,202-87.4% | $1,923-92.2% | $4,126-96.3% |
| Admin fee / account holder | $61 | $1,726-96.5% | $2,520-97.6% | $5,650-98.9% |