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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 | $165,399-100.0% | $149,745-100.0% | $158,982-100.0% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | 0.00% | 348.34%-348.3pp | 276.72%-276.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $342 | $5,105-93.3% | $4,646-92.6% | $4,763-92.8% |
| Participant deferral / active EE | $1,160 | $7,183-83.9% | $6,843-83.0% | $5,983-80.6% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |