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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 | $1,582 | $81,749-98.1% | $58,544-97.3% | $139,456-98.9% |
| Participation rate | 4.5% | 61.3%-56.8pp | 50.9%-46.3pp | 80.3%-75.8pp |
| Annual return | 17.84% | 7425.45%-7407.6pp | 4249.56%-4231.7pp | 373.45%-355.6pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $10 | $2,555-99.6% | $1,923-99.5% | $6,711-99.8% |
| Admin fee / account holder | $0 | $3,272-100.0% | $2,520-100.0% | $11,407-100.0% |