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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 | $23,057 | $99,011-76.7% | $86,582-73.4% | $147,586-84.4% |
| Participation rate | 0.0% | 76.3%-76.3pp | 73.5%-73.5pp | 82.8%-82.8pp |
| Annual return | 24.55% | 1312.75%-1288.2pp | 965.08%-940.5pp | 578.59%-554.0pp |
| Employer contribution / active EE | $4,144 | $3,132+32.3% | $2,839+46.0% | $4,876-15.0% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |