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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 | $157,276-100.0% | $141,177-100.0% | $152,885-100.0% |
| Participation rate | 0.0% | 84.8%-84.8pp | 82.5%-82.5pp | 82.5%-82.5pp |
| Annual return | 18.01% | 64.33%-46.3pp | 71.40%-53.4pp | 345.39%-327.4pp |
| Employer contribution / active EE | $914 | $5,262-82.6% | $4,736-80.7% | $4,763-80.8% |
| Participant deferral / active EE | $8,503 | $7,110+19.6% | $6,710+26.7% | $5,851+45.3% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |