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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 | $90,397-85.9% | $76,002-83.2% | $145,959-91.2% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.1%-35.7pp | 80.3%-47.0pp |
| Annual return | 0.00% | 621.97%-622.0pp | 360.07%-360.1pp | 561.95%-561.9pp |
| Employer contribution / active EE | $4,392 | $3,317+32.4% | $2,688+63.4% | $4,661-5.8% |
| Participant deferral / active EE | $0 | $5,163-100.0% | $4,257-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $8,369-100.0% | $6,414-100.0% | $13,398-100.0% |