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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 | $41,775 | $93,124-55.1% | $77,100-45.8% | $134,545-69.0% |
| Participation rate | 0.0% | 74.5%-74.5pp | 67.9%-67.9pp | 81.2%-81.2pp |
| Annual return | 6.29% | 62.68%-56.4pp | 42.35%-36.1pp | 418.37%-412.1pp |
| Employer contribution / active EE | $16,775 | $3,421+390.3% | $2,815+495.9% | $4,742+253.8% |
| Participant deferral / active EE | $400 | $5,242-92.4% | $4,430-91.0% | $6,401-93.8% |
| Admin fee / account holder | $0 | $6,970-100.0% | $5,443-100.0% | $11,431-100.0% |