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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 | $124,980-100.0% | $108,359-100.0% | $154,746-100.0% |
| Participation rate | 0.0% | 75.2%-75.2pp | 70.1%-70.1pp | 80.7%-80.7pp |
| Annual return | 16.47% | 45.00%-28.5pp | 36.89%-20.4pp | 172.34%-155.9pp |
| Employer contribution / active EE | $328 | $2,851-88.5% | $2,399-86.3% | $4,379-92.5% |
| Participant deferral / active EE | $359 | $4,743-92.4% | $4,137-91.3% | $6,730-94.7% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |