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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 | $70,430-100.0% | $96,572-100.0% | $85,851-100.0% |
| Participation rate | 0.0% | 61.8%-61.8pp | 69.8%-69.8pp | 69.3%-69.3pp |
| Annual return | 147.69% | 18.58%+129.1pp | 37.79%+109.9pp | 318.63%-170.9pp |
| Employer contribution / active EE | $770 | $1,413-45.5% | $2,357-67.3% | $2,565-70.0% |
| Participant deferral / active EE | $259 | $2,894-91.0% | $3,850-93.3% | $3,952-93.4% |
| Admin fee / account holder | $0 | $4,996-100.0% | $6,183-100.0% | $6,261-100.0% |