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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 | $76,634-85.9% | $56,054-80.8% | $145,978-92.6% |
| Participation rate | 13.0% | 63.2%-50.2pp | 52.5%-39.4pp | 80.3%-67.2pp |
| Annual return | 0.00% | 3004.33%-3004.3pp | 1705.95%-1705.9pp | 550.52%-550.5pp |
| Employer contribution / active EE | $64 | $1,380-95.4% | $1,039-93.8% | $4,662-98.6% |
| Participant deferral / active EE | $213 | $2,622-91.9% | $1,952-89.1% | $6,690-96.8% |
| Admin fee / account holder | $11 | $3,321-99.7% | $2,822-99.6% | $13,400-99.9% |