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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 | $45,900-100.0% | $94,057-100.0% | $64,340-100.0% |
| Participation rate | 0.0% | 50.6%-50.6pp | 73.3%-73.3pp | 55.2%-55.2pp |
| Annual return | 16.73% | 50.47%-33.7pp | 480.62%-463.9pp | 24.14%-7.4pp |
| Employer contribution / active EE | $0 | $1,612-100.0% | $2,933-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $64 | $2,102-96.9% | $4,709-98.6% | $2,980-97.8% |
| Admin fee / account holder | $0 | $3,143-100.0% | $7,244-100.0% | $3,703-100.0% |