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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 | $1,425 | $28,624-95.0% | $53,647-97.3% | $82,637-98.3% |
| Participation rate | 11.5% | 47.3%-35.7pp | 56.3%-44.7pp | 68.1%-56.5pp |
| Annual return | 34.26% | 664.98%-630.7pp | 358.33%-324.1pp | 53.51%-19.2pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $102 | $1,196-91.4% | $1,813-94.4% | $4,126-97.5% |
| Admin fee / account holder | $65 | $2,022-96.8% | $2,460-97.3% | $7,339-99.1% |