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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $282,363-100.0% | $333,771-100.0% | $282,363-100.0% |
| Participation rate | 0.0% | 81.3%-81.3pp | 70.0%-70.0pp | 81.3%-81.3pp |
| Annual return | 20.30% | 12.99%+7.3pp | 12.65%+7.6pp | 12.99%+7.3pp |
| Employer contribution / active EE | $2,801 | $11,682-76.0% | $15,012-81.3% | $11,682-76.0% |
| Participant deferral / active EE | $6,183 | $6,051+2.2% | $1,820+239.7% | $6,051+2.2% |
| Admin fee / account holder | $0 | $27,645-100.0% | $1,986-100.0% | $27,645-100.0% |