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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 | $117,904-100.0% | $102,457-100.0% | $145,978-100.0% |
| Participation rate | 0.0% | 78.6%-78.6pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | 21.37% | 31.80%-10.4pp | 29.41%-8.0pp | 550.52%-529.1pp |
| Employer contribution / active EE | $715 | $3,613-80.2% | $3,022-76.3% | $4,662-84.7% |
| Participant deferral / active EE | $1,999 | $5,733-65.1% | $5,054-60.5% | $6,690-70.1% |
| Admin fee / account holder | $0 | $13,329-100.0% | $9,451-100.0% | $13,400-100.0% |