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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 | $102,595-100.0% | $94,057-100.0% | $154,746-100.0% |
| Participation rate | 0.0% | 76.0%-76.0pp | 73.3%-73.3pp | 80.7%-80.7pp |
| Annual return | 39.97% | 583.42%-543.4pp | 480.62%-440.6pp | 172.34%-132.4pp |
| Employer contribution / active EE | $523 | $3,147-83.4% | $2,933-82.2% | $4,379-88.1% |
| Participant deferral / active EE | $523 | $5,118-89.8% | $4,709-88.9% | $6,730-92.2% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |