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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 | $162,821-100.0% | $133,978-100.0% | $158,982-100.0% |
| Participation rate | 0.0% | 83.2%-83.2pp | 79.8%-79.8pp | 82.0%-82.0pp |
| Annual return | 14.40% | 41.95%-27.5pp | 45.10%-30.7pp | 302.99%-288.6pp |
| Employer contribution / active EE | $636 | $4,976-87.2% | $3,919-83.8% | $4,763-86.6% |
| Participant deferral / active EE | $1,252 | $5,910-78.8% | $5,047-75.2% | $5,983-79.1% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |