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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 | $2,099 | $26,194-92.0% | - | $79,852-97.4% |
| Participation rate | 3.6% | 49.4%-45.8pp | - | 69.6%-66.1pp |
| Annual return | 0.00% | 42.01%-42.0pp | - | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $1,555-100.0% | - | $2,471-100.0% |
| Participant deferral / active EE | $69 | $1,743-96.0% | - | $3,740-98.1% |
| Admin fee / account holder | $2 | $2,148-99.9% | - | $5,306-100.0% |