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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 | $430,769-100.0% | $253,352-100.0% | $430,769-100.0% |
| Participation rate | 0.0% | 90.6%-90.6pp | 83.3%-83.3pp | 90.6%-90.6pp |
| Annual return | 0.00% | 10.77%-10.8pp | 2.76%-2.8pp | 10.77%-10.8pp |
| Employer contribution / active EE | $35,500 | $26,022+36.4% | $14,730+141.0% | $26,022+36.4% |
| Participant deferral / active EE | $0 | $6,968-100.0% | $0 | $6,968-100.0% |
| Admin fee / account holder | $0 | $18,309-100.0% | $966-100.0% | $18,309-100.0% |