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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 | $110,307-100.0% | $96,576-100.0% | $139,456-100.0% |
| Participation rate | 0.0% | 78.1%-78.1pp | 76.0%-76.0pp | 80.3%-80.3pp |
| Annual return | 19.05% | 26.40%-7.4pp | 25.87%-6.8pp | 373.45%-354.4pp |
| Employer contribution / active EE | $47 | $3,619-98.7% | $2,965-98.4% | $4,753-99.0% |
| Participant deferral / active EE | $58 | $5,547-99.0% | $4,851-98.8% | $6,711-99.1% |
| Admin fee / account holder | $0 | $11,597-100.0% | $8,253-100.0% | $11,407-100.0% |