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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 | $785,698-100.0% | $694,382-100.0% | $554,306-100.0% |
| Participation rate | 0.0% | 79.2%-79.2pp | 77.1%-77.1pp | 84.6%-84.6pp |
| Annual return | 6.39% | 9.34%-2.9pp | 9.66%-3.3pp | 10.47%-4.1pp |
| Employer contribution / active EE | $18,305 | $27,225-32.8% | $25,660-28.7% | $25,289-27.6% |
| Participant deferral / active EE | $0 | $1,297-100.0% | $1,431-100.0% | $3,690-100.0% |
| Admin fee / account holder | $0 | $18,173-100.0% | $15,543-100.0% | $49,540-100.0% |