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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 | $380,050-100.0% | $322,681-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 34.9%-34.9pp | 27.6%-27.6pp | 45.6%-45.6pp |
| Annual return | 2.87% | 3.71%-0.8pp | 4.07%-1.2pp | 4.16%-1.3pp |
| Employer contribution / active EE | $0 | $41,545-100.0% | $36,235-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $240-100.0% | $215-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,300-100.0% | $7,128-100.0% | $21,465-100.0% |