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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 | $99,994-100.0% | $146,643-100.0% | $85,847-100.0% |
| Participation rate | 0.0% | 73.1%-73.1pp | 80.1%-80.1pp | 69.3%-69.3pp |
| Annual return | 69.65% | 18.93%+50.7pp | 22.75%+46.9pp | 318.61%-249.0pp |
| Employer contribution / active EE | $803 | $2,559-68.6% | $4,137-80.6% | $2,565-68.7% |
| Participant deferral / active EE | $1,089 | $4,006-72.8% | $5,506-80.2% | $3,952-72.4% |
| Admin fee / account holder | $0 | $7,703-100.0% | $10,280-100.0% | $6,261-100.0% |