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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 | $2,622 | $81,668-96.8% | $58,507-95.5% | $139,487-98.1% |
| Participation rate | 50.0% | 61.3%-11.3pp | 50.9%-0.9pp | 80.3%-30.3pp |
| Annual return | 0.00% | 7430.07%-7430.1pp | 4252.32%-4252.3pp | 373.84%-373.8pp |
| Employer contribution / active EE | $1,748 | $1,398+25.0% | $1,053+65.9% | $4,755-63.2% |
| Participant deferral / active EE | $0 | $2,554-100.0% | $1,922-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $3,212-100.0% | $2,486-100.0% | $11,407-100.0% |