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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 | $129,737-100.0% | $119,126-100.0% | $154,746-100.0% |
| Participation rate | 0.0% | 78.9%-78.9pp | 75.8%-75.8pp | 80.7%-80.7pp |
| Annual return | 12.33% | 379.08%-366.8pp | 282.11%-269.8pp | 172.34%-160.0pp |
| Employer contribution / active EE | $624 | $4,375-85.7% | $4,034-84.5% | $4,379-85.8% |
| Participant deferral / active EE | $624 | $5,842-89.3% | $5,318-88.3% | $6,730-90.7% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |