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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 | $6,388 | $90,397-92.9% | $76,002-91.6% | $145,959-95.6% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.1%-69.1pp | 80.3%-80.3pp |
| Annual return | 12.65% | 621.97%-609.3pp | 360.07%-347.4pp | 561.95%-549.3pp |
| Employer contribution / active EE | $0 | $3,317-100.0% | $2,688-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $6 | $5,163-99.9% | $4,257-99.9% | $6,689-99.9% |
| Admin fee / account holder | $43 | $8,369-99.5% | $6,414-99.3% | $13,398-99.7% |