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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 | $49,940-100.0% | $95,740-100.0% | $74,460-100.0% |
| Participation rate | 0.0% | 66.8%-66.8pp | 72.3%-72.3pp | 70.7%-70.7pp |
| Annual return | 0.00% | 24.92%-24.9pp | 28.41%-28.4pp | 34.38%-34.4pp |
| Employer contribution / active EE | $190 | $1,639-88.4% | $2,836-93.3% | $2,638-92.8% |
| Participant deferral / active EE | $488 | $3,753-87.0% | $4,244-88.5% | $4,530-89.2% |
| Admin fee / account holder | $0 | $300-100.0% | $5,676-100.0% | $348-100.0% |