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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 | $10,781 | $76,519-85.9% | $56,025-80.8% | $145,897-92.6% |
| Participation rate | 13.0% | 63.2%-50.2pp | 52.5%-39.5pp | 80.3%-67.3pp |
| Annual return | 0.00% | 3017.03%-3017.0pp | 1712.69%-1712.7pp | 552.29%-552.3pp |
| Employer contribution / active EE | $64 | $1,383-95.4% | $1,042-93.9% | $4,663-98.6% |
| Participant deferral / active EE | $213 | $2,624-91.9% | $1,955-89.1% | $6,689-96.8% |
| Admin fee / account holder | $11 | $3,331-99.7% | $2,828-99.6% | $13,390-99.9% |