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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 | $55,457-100.0% | $77,361-100.0% | $94,015-100.0% |
| Participation rate | 0.0% | 69.8%-69.8pp | 75.0%-75.0pp | 70.8%-70.8pp |
| Annual return | 13.15% | 15.57%-2.4pp | 1011.54%-998.4pp | 17.84%-4.7pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $843 | $3,069-72.5% | $3,911-78.4% | $4,249-80.2% |
| Admin fee / account holder | $0 | $4,334-100.0% | $5,894-100.0% | $8,951-100.0% |