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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 | $148,629-100.0% | $135,982-100.0% | $139,487-100.0% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 8.53% | 79.33%-70.8pp | 68.32%-59.8pp | 373.84%-365.3pp |
| Employer contribution / active EE | $12,202 | $5,247+132.6% | $4,859+151.1% | $4,755+156.6% |
| Participant deferral / active EE | $1,083 | $8,102-86.6% | $7,760-86.0% | $6,713-83.9% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |