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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 | $2,570 | $29,733-91.4% | $56,025-95.4% | $80,959-96.8% |
| Participation rate | 1.9% | 41.7%-39.8pp | 52.5%-50.6pp | 67.7%-65.7pp |
| Annual return | 0.00% | 35.28%-35.3pp | 1712.69%-1712.7pp | 35.67%-35.7pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $47 | $1,229-96.2% | $1,955-97.6% | $4,300-98.9% |
| Admin fee / account holder | $14 | $2,434-99.4% | $2,828-99.5% | $6,925-99.8% |