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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 | $277,676-100.0% | $197,507-100.0% | $428,746-100.0% |
| Participation rate | 0.0% | 84.9%-84.9pp | 80.2%-80.2pp | 88.2%-88.2pp |
| Annual return | 11.48% | -8.32%+19.8pp | -4.87%+16.4pp | 331.92%-320.4pp |
| Employer contribution / active EE | $15,000 | $7,139+110.1% | $4,728+217.2% | $8,363+79.4% |
| Participant deferral / active EE | $0 | $5,067-100.0% | $4,383-100.0% | $5,961-100.0% |
| Admin fee / account holder | $0 | $20,354-100.0% | $18,594-100.0% | $31,735-100.0% |