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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 | $90,530-85.9% | $76,030-83.2% | $145,897-91.2% |
| Participation rate | 33.3% | 74.4%-41.1pp | 69.1%-35.7pp | 80.3%-47.0pp |
| Annual return | 0.00% | 625.08%-625.1pp | 361.54%-361.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $4,392 | $3,319+32.3% | $2,688+63.4% | $4,663-5.8% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,257-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,390-100.0% |