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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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $93,598-100.0% | $135,974-100.0% | $75,173-100.0% |
| Participation rate | 0.0% | 75.2%-75.2pp | 81.9%-81.9pp | 67.2%-67.2pp |
| Annual return | 16.33% | 30.89%-14.6pp | 68.30%-52.0pp | 160.72%-144.4pp |
| Employer contribution / active EE | $362 | $3,538-89.8% | $4,859-92.6% | $2,671-86.5% |
| Participant deferral / active EE | $955 | $6,405-85.1% | $7,760-87.7% | $4,126-76.8% |
| Admin fee / account holder | $0 | $6,978-100.0% | $10,767-100.0% | $5,651-100.0% |