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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 | $2,955 | $56,628-94.8% | - | $135,380-97.8% |
| Participation rate | 20.0% | 67.9%-47.9pp | - | 82.6%-62.6pp |
| Annual return | 0.00% | 2630.24%-2630.2pp | - | 519.81%-519.8pp |
| Employer contribution / active EE | $139 | $2,747-94.9% | - | $4,779-97.1% |
| Participant deferral / active EE | $487 | $3,718-86.9% | - | $5,609-91.3% |
| Admin fee / account holder | $6 | $1,588-99.6% | - | $10,828-99.9% |