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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 | $5,618 | $27,936-79.9% | $58,561-90.4% | $75,173-92.5% |
| Participation rate | 1.9% | 38.8%-37.0pp | 50.9%-49.0pp | 67.2%-65.4pp |
| Annual return | 38.09% | 44.21%-6.1pp | 4251.33%-4213.2pp | 160.72%-122.6pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $67 | $1,202-94.4% | $1,923-96.5% | $4,126-98.4% |
| Admin fee / account holder | $14 | $1,727-99.2% | $2,520-99.4% | $5,651-99.8% |