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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 | $0 | $70,684-100.0% | $169,397-100.0% | $75,177-100.0% |
| Participation rate | 0.0% | 64.8%-64.8pp | 77.2%-77.2pp | 67.2%-67.2pp |
| Annual return | 18.81% | 36.38%-17.6pp | 406.23%-387.4pp | 160.75%-141.9pp |
| Employer contribution / active EE | $787 | $2,211-64.4% | $4,013-80.4% | $2,671-70.5% |
| Participant deferral / active EE | $1,242 | $4,310-71.2% | $6,223-80.0% | $4,126-69.9% |
| Admin fee / account holder | $0 | $5,404-100.0% | $9,017-100.0% | $5,651-100.0% |