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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 | $101,828-100.0% | - | $158,950-100.0% |
| Participation rate | 0.0% | 71.6%-71.6pp | - | 82.0%-82.0pp |
| Annual return | 0.00% | 35.92%-35.9pp | - | 302.91%-302.9pp |
| Employer contribution / active EE | $0 | $3,754-100.0% | - | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,834-100.0% | - | $5,983-100.0% |
| Admin fee / account holder | $0 | $2,885-100.0% | - | $11,248-100.0% |