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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 | $427,750-100.0% | $416,308-100.0% | $484,799-100.0% |
| Participation rate | 0.0% | 94.2%-94.2pp | 93.1%-93.1pp | 91.1%-91.1pp |
| Annual return | 0.00% | 8.17%-8.2pp | 8.83%-8.8pp | 5.95%-5.9pp |
| Employer contribution / active EE | $0 | $24,272-100.0% | $24,478-100.0% | $27,493-100.0% |
| Participant deferral / active EE | $1,714 | $13,509-87.3% | $13,255-87.1% | $6,572-73.9% |
| Admin fee / account holder | $0 | $15,117-100.0% | $14,896-100.0% | $18,209-100.0% |