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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 | $176,572-100.0% | - | $137,256-100.0% |
| Participation rate | 0.0% | 75.1%-75.1pp | - | 80.0%-80.0pp |
| Annual return | 18.22% | 652.77%-634.5pp | - | 220.34%-202.1pp |
| Employer contribution / active EE | $1,092 | $5,055-78.4% | - | $4,156-73.7% |
| Participant deferral / active EE | $1,092 | $5,052-78.4% | - | $6,407-82.9% |
| Admin fee / account holder | $0 | $6,447-100.0% | - | $12,270-100.0% |