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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 | $16,905-100.0% | $16,905-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 16.7%-16.7pp | 45.6%-45.6pp |
| Annual return | 4.09% | 1.84%+2.2pp | 2.70%+1.4pp | 4.16%-0.1pp |
| Employer contribution / active EE | $19,238 | $28,927-33.5% | $23,479-18.1% | $42,918-55.2% |
| Participant deferral / active EE | $0 | $1,250-100.0% | $1,103-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $724-100.0% | $724-100.0% | $21,465-100.0% |