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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $106,549-100.0% | $91,225-100.0% | $134,509-100.0% |
| Participation rate | 0.0% | 76.8%-76.8pp | 73.2%-73.2pp | 81.2%-81.2pp |
| Annual return | -18.85% | 160.73%-179.6pp | 114.10%-132.9pp | 418.13%-437.0pp |
| Employer contribution / active EE | $15 | $3,331-99.5% | $2,851-99.5% | $4,741-99.7% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $6,234-100.0% | $5,422-100.0% | $11,427-100.0% |