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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,874 | $27,936-86.1% | $58,561-93.4% | $75,173-94.8% |
| Participation rate | 12.0% | 38.8%-26.8pp | 50.9%-38.9pp | 67.2%-55.2pp |
| Annual return | 0.00% | 44.21%-44.2pp | 4251.33%-4251.3pp | 160.72%-160.7pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $438 | $1,202-63.5% | $1,923-77.2% | $4,126-89.4% |
| Admin fee / account holder | $16 | $1,727-99.1% | $2,520-99.4% | $5,651-99.7% |