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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 | $1,754 | $22,602-92.2% | $65,566-97.3% | $75,173-97.7% |
| Participation rate | 11.5% | 63.1%-51.5pp | 64.9%-53.4pp | 67.2%-55.7pp |
| Annual return | 0.00% | 71.13%-71.1pp | 47.40%-47.4pp | 160.72%-160.7pp |
| Employer contribution / active EE | $0 | $941-100.0% | $1,692-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $192 | $1,695-88.7% | $2,832-93.2% | $4,126-95.3% |
| Admin fee / account holder | $0 | $1,877-100.0% | $4,114-100.0% | $5,651-100.0% |