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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 | $117,829-100.0% | $102,423-100.0% | $145,877-100.0% |
| Participation rate | 0.0% | 78.6%-78.6pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | 21.37% | 31.83%-10.5pp | 29.42%-8.1pp | 551.28%-529.9pp |
| Employer contribution / active EE | $715 | $3,615-80.2% | $3,023-76.3% | $4,663-84.7% |
| Participant deferral / active EE | $1,999 | $5,732-65.1% | $5,054-60.5% | $6,691-70.1% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |