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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 | $154,193-100.0% | $130,045-100.0% | $139,466-100.0% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.5%-78.5pp | 80.3%-80.3pp |
| Annual return | 19.16% | 32.51%-13.4pp | -137.30%+156.5pp | 373.66%-354.5pp |
| Employer contribution / active EE | $100,000 | $5,292+1789.7% | $4,321+2214.1% | $4,754+2003.5% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |