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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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $175,257-100.0% | $149,717-100.0% | $139,456-100.0% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 9.62% | 166.70%-157.1pp | 134.41%-124.8pp | 373.45%-363.8pp |
| Employer contribution / active EE | $4,855 | $5,477-11.4% | $4,820+0.7% | $4,753+2.1% |
| Participant deferral / active EE | $1,763 | $6,521-73.0% | $5,682-69.0% | $6,711-73.7% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |