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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 | $147,556-100.0% | $129,031-100.0% | $198,609-100.0% |
| Participation rate | 0.0% | 77.2%-77.2pp | 73.4%-73.4pp | 82.4%-82.4pp |
| Annual return | 14.55% | 37.41%-22.9pp | 34.67%-20.1pp | 202.70%-188.1pp |
| Employer contribution / active EE | $30,000 | $3,645+723.1% | $3,226+829.9% | $5,055+493.4% |
| Participant deferral / active EE | $0 | $5,760-100.0% | $5,217-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $15,467-100.0% | $13,208-100.0% | $19,030-100.0% |