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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 | $71,523-100.0% | $98,461-100.0% | $71,511-100.0% |
| Participation rate | 0.0% | 72.7%-72.7pp | 75.2%-75.2pp | 67.9%-67.9pp |
| Annual return | 41.75% | 32.43%+9.3pp | 21.17%+20.6pp | 28.86%+12.9pp |
| Employer contribution / active EE | $351 | $2,399-85.4% | $3,049-88.5% | $2,589-86.5% |
| Participant deferral / active EE | $665 | $4,109-83.8% | $4,738-86.0% | $4,291-84.5% |
| Admin fee / account holder | $0 | $1,676-100.0% | $8,961-100.0% | $1,588-100.0% |