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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 | $72,492-100.0% | $87,104-100.0% | $72,975-100.0% |
| Participation rate | 0.0% | 72.8%-72.8pp | 76.9%-76.9pp | 69.5%-69.5pp |
| Annual return | 73.24% | 24.46%+48.8pp | 28.19%+45.1pp | 81.01%-7.8pp |
| Employer contribution / active EE | $72 | $1,894-96.2% | $2,521-97.1% | $2,440-97.0% |
| Participant deferral / active EE | $398 | $3,270-87.8% | $4,048-90.2% | $3,608-89.0% |
| Admin fee / account holder | $0 | $5,055-100.0% | $7,491-100.0% | $5,124-100.0% |