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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 | $15,108 | $57,165-73.6% | - | $125,388-88.0% |
| Participation rate | 50.0% | 73.3%-23.3pp | - | 83.2%-33.2pp |
| Annual return | 0.00% | 36.23%-36.2pp | - | 282.24%-282.2pp |
| Employer contribution / active EE | $8,200 | $3,571+129.6% | - | $4,866+68.5% |
| Participant deferral / active EE | $0 | $3,322-100.0% | - | $5,352-100.0% |
| Admin fee / account holder | $0 | $2,996-100.0% | - | $9,541-100.0% |