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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 | $258,827-100.0% | $258,827-100.0% | $422,293-100.0% |
| Participation rate | 0.0% | 21.4%-21.4pp | 19.4%-19.4pp | 34.7%-34.7pp |
| Annual return | 72.96% | 8.39%+64.6pp | 8.60%+64.4pp | 12.28%+60.7pp |
| Employer contribution / active EE | $32,589 | $28,468+14.5% | $27,075+20.4% | $34,589-5.8% |
| Participant deferral / active EE | $0 | $318-100.0% | $540-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $19,327-100.0% | $19,327-100.0% | $47,656-100.0% |