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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 | $210,510-100.0% | $153,500-100.0% | $145,877-100.0% |
| Participation rate | 0.0% | 82.1%-82.1pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 15.60% | 13.45%+2.1pp | 15.70%-0.1pp | 551.28%-535.7pp |
| Employer contribution / active EE | $20,000 | $6,052+230.5% | $5,039+296.9% | $4,663+328.9% |
| Participant deferral / active EE | $0 | $7,974-100.0% | $6,756-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $19,455-100.0% | $12,736-100.0% | $13,402-100.0% |