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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 | $168,636-100.0% | $147,618-100.0% | $125,389-100.0% |
| Participation rate | 0.0% | 88.8%-88.8pp | 84.6%-84.6pp | 83.2%-83.2pp |
| Annual return | 0.40% | 77.65%-77.3pp | 61.98%-61.6pp | 282.24%-281.8pp |
| Employer contribution / active EE | $22,500 | $6,252+259.9% | $5,564+304.4% | $4,866+362.4% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $13,581-100.0% | $11,612-100.0% | $9,541-100.0% |