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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 | $148,861 | $97,729+52.3% | $83,830+77.6% | $135,379+10.0% |
| Participation rate | 0.0% | 80.0%-80.0pp | 76.1%-76.1pp | 82.6%-82.6pp |
| Annual return | 0.16% | 1287.52%-1287.4pp | 850.97%-850.8pp | 519.79%-519.6pp |
| Employer contribution / active EE | $6,667 | $4,222+57.9% | $3,631+83.6% | $4,779+39.5% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $25 | $6,674-99.6% | $5,479-99.6% | $10,828-99.8% |