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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 | $285,997-100.0% | $343,293-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 55.8%-55.8pp |
| Annual return | 10.29% | 20.03%-9.7pp | 16.99%-6.7pp | 24.44%-14.1pp |
| Employer contribution / active EE | $51,501 | $35,821+43.8% | $26,485+94.5% | $41,348+24.6% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $22,013-100.0% | - | $22,013-100.0% |