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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 | $468,795-100.0% | $1,127,994-100.0% | $468,795-100.0% |
| Participation rate | 0.0% | 85.5%-85.5pp | 66.7%-66.7pp | 85.5%-85.5pp |
| Annual return | 9.07% | 39.95%-30.9pp | 11.13%-2.1pp | 39.95%-30.9pp |
| Employer contribution / active EE | $1,256 | $28,085-95.5% | $25,095-95.0% | $28,085-95.5% |
| Participant deferral / active EE | $0 | $10,110-100.0% | $18,849-100.0% | $10,110-100.0% |
| Admin fee / account holder | $0 | $8,110-100.0% | $21,464-100.0% | $8,110-100.0% |