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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 | $5,411 | $23,470-76.9% | - | $80,959-93.3% |
| Participation rate | 0.0% | 45.4%-45.4pp | - | 67.7%-67.7pp |
| Annual return | 17.38% | 12.16%+5.2pp | - | 35.67%-18.3pp |
| Employer contribution / active EE | $0 | $1,294-100.0% | - | $2,757-100.0% |
| Participant deferral / active EE | $0 | $1,435-100.0% | - | $4,300-100.0% |
| Admin fee / account holder | $0 | $1,952-100.0% | - | $6,925-100.0% |