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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 | $81,331-100.0% | $155,534-100.0% | $80,935-100.0% |
| Participation rate | 0.0% | 66.3%-66.3pp | 78.2%-78.2pp | 67.7%-67.7pp |
| Annual return | 15.11% | 33.37%-18.3pp | 64.92%-49.8pp | 35.66%-20.5pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $778 | $3,454-77.5% | $5,630-86.2% | $4,299-81.9% |
| Admin fee / account holder | $0 | $7,999-100.0% | $15,900-100.0% | $6,924-100.0% |