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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 | $54,045-100.0% | $115,167-100.0% | $65,186-100.0% |
| Participation rate | 0.0% | 63.5%-63.5pp | 75.9%-75.9pp | 70.2%-70.2pp |
| Annual return | 23.73% | 26.55%-2.8pp | 35.60%-11.9pp | 29.39%-5.7pp |
| Employer contribution / active EE | $0 | $1,653-100.0% | $3,179-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $438 | $2,504-82.5% | $4,169-89.5% | $3,514-87.5% |
| Admin fee / account holder | $0 | $626-100.0% | $7,089-100.0% | $847-100.0% |