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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 | $2,502 | $84,628-97.0% | $61,501-95.9% | $134,545-98.1% |
| Participation rate | 17.4% | 62.2%-44.8pp | 52.6%-35.2pp | 81.2%-63.8pp |
| Annual return | -17.34% | 585.61%-602.9pp | 339.04%-356.4pp | 418.37%-435.7pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $8 | $2,819-99.7% | $2,125-99.6% | $6,401-99.9% |
| Admin fee / account holder | $271 | $2,587-89.5% | $2,132-87.3% | $11,431-97.6% |