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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 | $62,703-100.0% | $80,293-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 5.6%-5.6pp | 12.4%-12.4pp |
| Annual return | 10.58% | 9.49%+1.1pp | 15.31%-4.7pp | 9.89%+0.7pp |
| Employer contribution / active EE | $10,750 | $12,214-12.0% | $28,686-62.5% | $14,313-24.9% |
| Participant deferral / active EE | $913 | $74+1136.6% | $126+623.6% | $71+1190.1% |
| Admin fee / account holder | $0 | $547-100.0% | $456-100.0% | $9,084-100.0% |