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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 | $5,139 | $27,936-81.6% | $58,561-91.2% | $75,173-93.2% |
| Participation rate | 4.3% | 38.8%-34.6pp | 50.9%-46.6pp | 67.2%-62.9pp |
| Annual return | 0.00% | 44.21%-44.2pp | 4251.33%-4251.3pp | 160.72%-160.7pp |
| Employer contribution / active EE | $80 | $670-88.1% | $1,053-92.4% | $2,671-97.0% |
| Participant deferral / active EE | $140 | $1,202-88.3% | $1,923-92.7% | $4,126-96.6% |
| Admin fee / account holder | $298 | $1,727-82.8% | $2,520-88.2% | $5,651-94.7% |