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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,489 | $100,895-84.6% | $90,430-82.9% | $158,950-90.3% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.7%-72.7pp | 82.0%-82.0pp |
| Annual return | 14.38% | 1725.54%-1711.2pp | 1293.73%-1279.3pp | 302.91%-288.5pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $14,192 | $4,347+226.5% | $3,963+258.1% | $5,983+137.2% |
| Admin fee / account holder | $12 | $6,505-99.8% | $5,613-99.8% | $11,248-99.9% |