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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $88,624-100.0% | - | $88,624-100.0% |
| Participation rate | 0.0% | 75.4%-75.4pp | 0.0%0pp | 75.4%-75.4pp |
| Annual return | 42.12% | 20.98%+21.1pp | 42.12%0pp | 20.98%+21.1pp |
| Employer contribution / active EE | $0 | $10,539-100.0% | $0 | $10,539-100.0% |
| Participant deferral / active EE | $0 | $4,086-100.0% | - | $4,086-100.0% |
| Admin fee / account holder | $0 | $970-100.0% | - | $970-100.0% |