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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 | $152,592-100.0% | $125,180-100.0% | $152,885-100.0% |
| Participation rate | 0.0% | 83.3%-83.3pp | 79.8%-79.8pp | 82.5%-82.5pp |
| Annual return | 25.37% | 54.84%-29.5pp | 43.79%-18.4pp | 345.39%-320.0pp |
| Employer contribution / active EE | $643 | $4,947-87.0% | $3,866-83.4% | $4,763-86.5% |
| Participant deferral / active EE | $1,327 | $5,868-77.4% | $4,937-73.1% | $5,851-77.3% |
| Admin fee / account holder | $0 | $13,435-100.0% | $9,703-100.0% | $11,598-100.0% |