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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 | $289,147-100.0% | $456,738-100.0% | $289,147-100.0% |
| Participation rate | 0.0% | 80.8%-80.8pp | 66.7%-66.7pp | 80.8%-80.8pp |
| Annual return | 42.12% | 12.61%+29.5pp | 14.04%+28.1pp | 12.61%+29.5pp |
| Employer contribution / active EE | $0 | $13,617-100.0% | $23,333-100.0% | $13,617-100.0% |
| Participant deferral / active EE | $0 | $5,372-100.0% | - | $5,372-100.0% |
| Admin fee / account holder | $0 | $23,026-100.0% | - | $23,026-100.0% |