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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 | $50,554-100.0% | $67,681-100.0% | $87,485-100.0% |
| Participation rate | 0.0% | 67.7%-67.7pp | 73.7%-73.7pp | 68.9%-68.9pp |
| Annual return | 13.15% | 17.81%-4.7pp | 590.58%-577.4pp | 26.06%-12.9pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $843 | $2,961-71.5% | $3,976-78.8% | $4,274-80.3% |
| Admin fee / account holder | $0 | $4,132-100.0% | $6,100-100.0% | $7,775-100.0% |