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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 | $15,300 | $90,617-83.1% | $79,476-80.7% | $135,382-88.7% |
| Participation rate | 13.3% | 76.1%-62.7pp | 73.3%-60.0pp | 82.6%-69.3pp |
| Annual return | 0.00% | 977.57%-977.6pp | 718.21%-718.2pp | 519.77%-519.8pp |
| Employer contribution / active EE | $269 | $3,068-91.2% | $2,800-90.4% | $4,779-94.4% |
| Participant deferral / active EE | $291 | $4,050-92.8% | $3,704-92.1% | $5,609-94.8% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,829-100.0% |