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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 | $43,031 | $148,629-71.0% | $135,982-68.4% | $139,487-69.2% |
| Participation rate | 10.0% | 83.9%-73.9pp | 81.9%-71.9pp | 80.3%-70.3pp |
| Annual return | 0.00% | 79.33%-79.3pp | 68.32%-68.3pp | 373.84%-373.8pp |
| Employer contribution / active EE | $4,191 | $5,247-20.1% | $4,859-13.8% | $4,755-11.9% |
| Participant deferral / active EE | $113 | $8,102-98.6% | $7,760-98.6% | $6,713-98.3% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |