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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 | $43,730-100.0% | $66,674-100.0% | $64,097-100.0% |
| Participation rate | 0.0% | 50.7%-50.7pp | 73.7%-73.7pp | 55.2%-55.2pp |
| Annual return | 16.73% | 53.62%-36.9pp | 321.24%-304.5pp | 34.64%-17.9pp |
| Employer contribution / active EE | $0 | $1,673-100.0% | $2,620-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $64 | $2,122-97.0% | $4,084-98.4% | $3,080-97.9% |
| Admin fee / account holder | $0 | $2,708-100.0% | $5,098-100.0% | $3,454-100.0% |