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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 | $109,863-100.0% | $98,477-100.0% | $167,518-100.0% |
| Participation rate | 0.0% | 75.8%-75.8pp | 73.3%-73.3pp | 82.1%-82.1pp |
| Annual return | 9.35% | 1958.09%-1948.7pp | 1493.59%-1484.2pp | 478.71%-469.4pp |
| Employer contribution / active EE | $1,000 | $3,225-69.0% | $2,961-66.2% | $4,838-79.3% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $6,755-100.0% | $5,951-100.0% | $12,312-100.0% |