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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 | $405,731-100.0% | - | $405,731-100.0% |
| Participation rate | 0.0% | 91.9%-91.9pp | 0.0%0pp | 91.9%-91.9pp |
| Annual return | 4.20% | 4.30%-0.1pp | 0.61%+3.6pp | 4.30%-0.1pp |
| Employer contribution / active EE | $0 | $26,636-100.0% | $0 | $26,636-100.0% |
| Participant deferral / active EE | $0 | $5,788-100.0% | $0 | $5,788-100.0% |
| Admin fee / account holder | $0 | $12,997-100.0% | - | $12,997-100.0% |