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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 | $1,594 | $67,823-97.6% | $52,425-97.0% | $137,256-98.8% |
| Participation rate | 4.8% | 63.9%-59.1pp | 55.6%-50.9pp | 80.0%-75.2pp |
| Annual return | 0.00% | 219.11%-219.1pp | 302.12%-302.1pp | 220.34%-220.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $144 | $2,288-93.7% | $1,790-92.0% | $6,407-97.8% |
| Admin fee / account holder | $6 | $2,844-99.8% | $2,495-99.8% | $12,270-100.0% |