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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 | $277,327-100.0% | $154,111-100.0% | - |
| Participation rate | 0.0% | 62.7%-62.7pp | 83.0%-83.0pp | - |
| Annual return | 10.78% | -3.82%+14.6pp | 735.18%-724.4pp | - |
| Employer contribution / active EE | $0 | $1,922-100.0% | $5,298-100.0% | - |
| Participant deferral / active EE | $1,327 | $1,965-32.5% | $5,081-73.9% | - |
| Admin fee / account holder | $0 | $104,675-100.0% | $13,411-100.0% | - |