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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 | $185,225-100.0% | $142,898-100.0% | $167,553-100.0% |
| Participation rate | 0.0% | 78.5%-78.5pp | 72.0%-72.0pp | 82.1%-82.1pp |
| Annual return | 11.54% | 8558.12%-8546.6pp | 5639.64%-5628.1pp | 478.89%-467.3pp |
| Employer contribution / active EE | $31,700 | $5,607+465.4% | $4,146+664.6% | $4,840+555.0% |
| Participant deferral / active EE | $0 | $4,496-100.0% | $3,838-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $8,032-100.0% | $6,560-100.0% | $12,316-100.0% |