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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 | $157,296-100.0% | $141,191-100.0% | $152,897-100.0% |
| Participation rate | 0.0% | 84.8%-84.8pp | 82.5%-82.5pp | 82.5%-82.5pp |
| Annual return | 29.41% | 64.34%-34.9pp | 71.41%-42.0pp | 345.43%-316.0pp |
| Employer contribution / active EE | $2,197 | $5,262-58.2% | $4,736-53.6% | $4,764-53.9% |
| Participant deferral / active EE | $2,174 | $7,111-69.4% | $6,710-67.6% | $5,851-62.8% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |