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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 | $78,428-100.0% | $95,960-100.0% | $79,852-100.0% |
| Participation rate | 0.0% | 73.5%-73.5pp | 77.1%-77.1pp | 69.6%-69.6pp |
| Annual return | 39.82% | 19.37%+20.4pp | 91.63%-51.8pp | 31.72%+8.1pp |
| Employer contribution / active EE | $88 | $1,945-95.5% | $2,541-96.5% | $2,471-96.4% |
| Participant deferral / active EE | $737 | $3,440-78.6% | $4,167-82.3% | $3,740-80.3% |
| Admin fee / account holder | $0 | $5,622-100.0% | $6,797-100.0% | $5,306-100.0% |