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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | - | $24,265-100.0% |
| Participation rate | 0.0% | 11.2%-11.2pp | 0.0%0pp | 11.2%-11.2pp |
| Annual return | 7.89% | 9.01%-1.1pp | -5.09%+13.0pp | 9.01%-1.1pp |
| Employer contribution / active EE | $8,500 | $12,866-33.9% | $67,471-87.4% | $12,866-33.9% |
| Participant deferral / active EE | $0 | $260-100.0% | $165-100.0% | $260-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | - | $4,785-100.0% |