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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 | $88,710-100.0% | $81,783-100.0% | $145,959-100.0% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 11.72% | 1027.26%-1015.5pp | 775.05%-763.3pp | 561.95%-550.2pp |
| Employer contribution / active EE | $34,500 | $3,083+1019.0% | $2,913+1084.5% | $4,661+640.2% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |