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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 | $251,004-100.0% | $191,597-100.0% | $138,895-100.0% |
| Participation rate | 0.0% | 82.4%-82.4pp | 76.9%-76.9pp | 79.9%-79.9pp |
| Annual return | 10.79% | 31.05%-20.3pp | 27.07%-16.3pp | 145.39%-134.6pp |
| Employer contribution / active EE | $20,000 | $6,226+221.2% | $5,025+298.0% | $4,194+376.8% |
| Participant deferral / active EE | $0 | $8,154-100.0% | $6,850-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $31,471-100.0% | $22,799-100.0% | $12,562-100.0% |