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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $138,114-100.0% | $125,391-100.0% | $134,545-100.0% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | -17.51% | 750.88%-768.4pp | 572.41%-589.9pp | 418.37%-435.9pp |
| Employer contribution / active EE | $825 | $5,246-84.3% | $4,816-82.9% | $4,742-82.6% |
| Participant deferral / active EE | $3,853 | $7,801-50.6% | $7,448-48.3% | $6,401-39.8% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |