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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 | $150,447-100.0% | $136,298-100.0% | $147,586-100.0% |
| Participation rate | 0.0% | 84.4%-84.4pp | 81.9%-81.9pp | 82.8%-82.8pp |
| Annual return | 19.62% | 1049.15%-1029.5pp | 5156.27%-5136.6pp | 578.59%-559.0pp |
| Employer contribution / active EE | $122 | $5,256-97.7% | $4,696-97.4% | $4,876-97.5% |
| Participant deferral / active EE | $831 | $6,631-87.5% | $6,247-86.7% | $5,439-84.7% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |