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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 | $474,312-100.0% | $577,088-100.0% | $428,746-100.0% |
| Participation rate | 0.0% | 88.8%-88.8pp | 89.2%-89.2pp | 88.2%-88.2pp |
| Annual return | 11.40% | -9.06%+20.5pp | -8.71%+20.1pp | 331.92%-320.5pp |
| Employer contribution / active EE | $1,113 | $8,025-86.1% | $7,764-85.7% | $8,363-86.7% |
| Participant deferral / active EE | $0 | $3,327-100.0% | $3,454-100.0% | $5,961-100.0% |
| Admin fee / account holder | $0 | $32,457-100.0% | $34,566-100.0% | $31,735-100.0% |