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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 | $1,712 | $29,319-94.2% | $52,425-96.7% | $82,448-97.9% |
| Participation rate | 3.2% | 46.9%-43.7pp | 55.6%-52.4pp | 68.1%-64.9pp |
| Annual return | 47.01% | 535.20%-488.2pp | 302.12%-255.1pp | 41.64%+5.4pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $34 | $1,171-97.1% | $1,790-98.1% | $4,139-99.2% |
| Admin fee / account holder | $5 | $1,962-99.8% | $2,495-99.8% | $7,234-99.9% |