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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 | $0 | $124,346-100.0% | $111,308-100.0% | $167,536-100.0% |
| Participation rate | 0.0% | 79.6%-79.6pp | 77.3%-77.3pp | 82.1%-82.1pp |
| Annual return | 10.05% | 37.45%-27.4pp | 54.67%-44.6pp | 478.82%-468.8pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,411 | $5,182-72.8% | $4,487-68.5% | $6,342-77.7% |
| Admin fee / account holder | $0 | $10,621-100.0% | $7,965-100.0% | $12,315-100.0% |