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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 | $212,386-100.0% | $199,883-100.0% | $138,895-100.0% |
| Participation rate | 0.0% | 87.4%-87.4pp | 86.8%-86.8pp | 79.9%-79.9pp |
| Annual return | 13.44% | 47.75%-34.3pp | 43.81%-30.4pp | 145.39%-132.0pp |
| Employer contribution / active EE | $400 | $6,625-94.0% | $6,261-93.6% | $4,194-90.5% |
| Participant deferral / active EE | $723 | $9,617-92.5% | $9,138-92.1% | $6,396-88.7% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |