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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 | $60,558-100.0% | - | $134,509-100.0% |
| Participation rate | 0.0% | 67.2%-67.2pp | - | 81.2%-81.2pp |
| Annual return | 0.00% | -11.14%+11.1pp | - | 418.13%-418.1pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | - | $4,741-100.0% |
| Participant deferral / active EE | $0 | $4,114-100.0% | - | $6,400-100.0% |
| Admin fee / account holder | $0 | $4,039-100.0% | - | $11,427-100.0% |