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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 | $86,298-100.0% | $111,308-100.0% | $85,847-100.0% |
| Participation rate | 0.0% | 73.3%-73.3pp | 77.3%-77.3pp | 69.3%-69.3pp |
| Annual return | 34.16% | 19.99%+14.2pp | 54.67%-20.5pp | 318.61%-284.4pp |
| Employer contribution / active EE | $7,405 | $2,044+262.4% | $2,732+171.1% | $2,565+188.7% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $8,189-100.0% | $7,965-100.0% | $6,261-100.0% |