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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 | $2,298 | $29,733-92.3% | $56,025-95.9% | $80,959-97.2% |
| Participation rate | 0.0% | 41.7%-41.7pp | 52.5%-52.5pp | 67.7%-67.7pp |
| Annual return | 16.85% | 35.28%-18.4pp | 1712.69%-1695.8pp | 35.67%-18.8pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $45 | $1,229-96.4% | $1,955-97.7% | $4,300-99.0% |
| Admin fee / account holder | $102 | $2,434-95.8% | $2,828-96.4% | $6,925-98.5% |