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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 | $418,949-100.0% | - | $418,949-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 35.7%-35.7pp |
| Annual return | 4.43% | -0.90%+5.3pp | 0.35%+4.1pp | 15.19%-10.8pp |
| Employer contribution / active EE | $250,000 | $46,197+441.2% | $37,220+571.7% | $34,877+616.8% |
| Participant deferral / active EE | $0 | $36-100.0% | $163-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $50,584-100.0% | - | $50,584-100.0% |