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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 | $47,105-100.0% | $68,368-100.0% | $67,986-100.0% |
| Participation rate | 0.0% | 51.8%-51.8pp | 73.8%-73.8pp | 57.2%-57.2pp |
| Annual return | 16.73% | 48.37%-31.6pp | 292.57%-275.8pp | 31.67%-14.9pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $64 | $2,374-97.3% | $4,123-98.4% | $3,358-98.1% |
| Admin fee / account holder | $0 | $2,435-100.0% | $5,150-100.0% | $3,203-100.0% |