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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 | $75,388-100.0% | $123,552-100.0% | $55,725-100.0% |
| Participation rate | 0.0% | 75.7%-75.7pp | 82.3%-82.3pp | 70.9%-70.9pp |
| Annual return | 0.00% | 4.48%-4.5pp | 119.20%-119.2pp | 244.93%-244.9pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $9,285-100.0% | $115-100.0% |