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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 | $344,842-100.0% | $334,005-100.0% | $338,137-100.0% |
| Participation rate | 0.0% | 51.6%-51.6pp | 43.7%-43.7pp | 43.9%-43.9pp |
| Annual return | 9.56% | 10.03%-0.5pp | 9.83%-0.3pp | 13.05%-3.5pp |
| Employer contribution / active EE | $62,015 | $31,899+94.4% | $30,308+104.6% | $37,647+64.7% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $60,407-100.0% | $53,840-100.0% | $30,946-100.0% |