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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 | $77,817-100.0% | $123,553-100.0% | $64,173-100.0% |
| Participation rate | 0.0% | 74.7%-74.7pp | 82.3%-82.3pp | 69.6%-69.6pp |
| Annual return | -7.49% | 12.49%-20.0pp | 119.21%-126.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $2,497 | $3,014-17.1% | $4,628-46.0% | $2,381+4.9% |
| Participant deferral / active EE | $1,771 | $5,240-66.2% | $6,426-72.4% | $3,470-48.9% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,887-100.0% |