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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 | $4,610 | $32,714-85.9% | - | $75,173-93.9% |
| Participation rate | 0.0% | 52.5%-52.5pp | - | 67.2%-67.2pp |
| Annual return | 22.77% | 25.21%-2.4pp | - | 160.72%-137.9pp |
| Employer contribution / active EE | $0 | $1,809-100.0% | - | $2,671-100.0% |
| Participant deferral / active EE | $0 | $2,266-100.0% | - | $4,126-100.0% |
| Admin fee / account holder | $0 | $3,179-100.0% | - | $5,651-100.0% |