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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 | $19,814 | $160,070-87.6% | $147,117-86.5% | $145,897-86.4% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 10.62% | 98.69%-88.1pp | 420.54%-409.9pp | 552.29%-541.7pp |
| Employer contribution / active EE | $1,194 | $5,285-77.4% | $4,932-75.8% | $4,663-74.4% |
| Participant deferral / active EE | $1,476 | $8,419-82.5% | $8,065-81.7% | $6,689-77.9% |
| Admin fee / account holder | $88 | $15,035-99.4% | $12,993-99.3% | $13,390-99.3% |