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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 | $176,688-100.0% | $130,660-100.0% | $152,870-100.0% |
| Participation rate | 0.0% | 79.0%-79.0pp | 71.7%-71.7pp | 82.4%-82.4pp |
| Annual return | 27.47% | 2692.66%-2665.2pp | 1709.13%-1681.7pp | 345.34%-317.9pp |
| Employer contribution / active EE | $6,242 | $5,743+8.7% | $4,092+52.5% | $4,763+31.0% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,597-100.0% |