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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 | $14,518 | $107,941-86.6% | $91,994-84.2% | $152,897-90.5% |
| Participation rate | 0.0% | 81.2%-81.2pp | 78.6%-78.6pp | 82.5%-82.5pp |
| Annual return | 27.80% | 89.28%-61.5pp | 69.04%-41.2pp | 345.43%-317.6pp |
| Employer contribution / active EE | $743 | $4,212-82.4% | $3,453-78.5% | $4,764-84.4% |
| Participant deferral / active EE | $743 | $6,366-88.3% | $5,924-87.5% | $5,851-87.3% |
| Admin fee / account holder | $31 | $10,521-99.7% | $7,744-99.6% | $11,599-99.7% |