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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 | $12,785 | $90,614-85.9% | $76,089-83.2% | $145,877-91.2% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.1%-35.8pp | 80.3%-47.0pp |
| Annual return | 0.00% | 623.80%-623.8pp | 360.94%-360.9pp | 551.28%-551.3pp |
| Employer contribution / active EE | $4,392 | $3,324+32.1% | $2,690+63.3% | $4,663-5.8% |
| Participant deferral / active EE | $0 | $5,168-100.0% | $4,259-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $8,376-100.0% | $6,418-100.0% | $13,402-100.0% |