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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 | $2,440 | $51,638-95.3% | $68,368-96.4% | $82,448-97.0% |
| Participation rate | 5.8% | 63.6%-57.8pp | 73.8%-68.0pp | 68.1%-62.3pp |
| Annual return | 0.00% | 37.53%-37.5pp | 292.57%-292.6pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $130 | $2,914-95.5% | $4,123-96.9% | $4,139-96.9% |
| Admin fee / account holder | $4 | $4,643-99.9% | $5,150-99.9% | $7,234-99.9% |