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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 | $76,522-100.0% | $56,033-100.0% | $145,884-100.0% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 24.57% | 3014.28%-2989.7pp | 1711.38%-1686.8pp | 551.85%-527.3pp |
| Employer contribution / active EE | $60 | $1,382-95.7% | $1,041-94.3% | $4,662-98.7% |
| Participant deferral / active EE | $60 | $2,624-97.7% | $1,954-96.9% | $6,690-99.1% |
| Admin fee / account holder | $0 | $3,328-100.0% | $2,827-100.0% | $13,392-100.0% |