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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 | $95,383-100.0% | $185,837-100.0% | $85,856-100.0% |
| Participation rate | 0.0% | 68.8%-68.8pp | 81.7%-81.7pp | 69.3%-69.3pp |
| Annual return | 19.09% | 23.59%-4.5pp | 122.08%-103.0pp | 318.58%-299.5pp |
| Employer contribution / active EE | $1,523 | $3,313-54.0% | $5,168-70.5% | $2,565-40.6% |
| Participant deferral / active EE | $70 | $3,423-98.0% | $5,568-98.7% | $3,952-98.2% |
| Admin fee / account holder | $0 | $7,213-100.0% | $16,241-100.0% | $6,261-100.0% |