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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 | $184,014-100.0% | $161,149-100.0% | $138,895-100.0% |
| Participation rate | 0.0% | 82.1%-82.1pp | 78.8%-78.8pp | 79.9%-79.9pp |
| Annual return | 2.30% | 21.52%-19.2pp | 21.16%-18.9pp | 145.39%-143.1pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $100 | $6,909-98.6% | $6,153-98.4% | $6,396-98.4% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |