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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $534,210-100.0% | $186,879-100.0% | $534,210-100.0% |
| Participation rate | 0.0% | 89.6%-89.6pp | 71.3%-71.3pp | 89.6%-89.6pp |
| Annual return | 8.31% | 10.40%-2.1pp | 5.59%+2.7pp | 10.40%-2.1pp |
| Employer contribution / active EE | $667 | $19,440-96.6% | $61,053-98.9% | $19,440-96.6% |
| Participant deferral / active EE | $0 | $11,136-100.0% | $3,599-100.0% | $11,136-100.0% |
| Admin fee / account holder | $0 | $14,821-100.0% | $15,524-100.0% | $14,821-100.0% |