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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 | $45,152-100.0% | $73,843-100.0% | $59,632-100.0% |
| Participation rate | 0.0% | 64.0%-64.0pp | 73.4%-73.4pp | 68.7%-68.7pp |
| Annual return | 14.13% | 27.40%-13.3pp | 2267.91%-2253.8pp | 2041.32%-2027.2pp |
| Employer contribution / active EE | $1,260 | $1,902-33.7% | $2,787-54.8% | $2,203-42.8% |
| Participant deferral / active EE | $0 | $2,574-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,516-100.0% | $4,880-100.0% | $4,297-100.0% |