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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 | $190,862-100.0% | $159,991-100.0% | $134,509-100.0% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.0%-78.0pp | 81.2%-81.2pp |
| Annual return | -18.70% | 552.59%-571.3pp | 408.82%-427.5pp | 418.13%-436.8pp |
| Employer contribution / active EE | $67 | $4,995-98.7% | $4,225-98.4% | $4,741-98.6% |
| Participant deferral / active EE | $416 | $6,924-94.0% | $6,183-93.3% | $6,400-93.5% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,427-100.0% |