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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 | $5,717 | $56,628-89.9% | - | $135,380-95.8% |
| Participation rate | 12.5% | 67.9%-55.4pp | - | 82.6%-70.1pp |
| Annual return | 0.00% | 2630.24%-2630.2pp | - | 519.81%-519.8pp |
| Employer contribution / active EE | $33 | $2,747-98.8% | - | $4,779-99.3% |
| Participant deferral / active EE | $244 | $3,718-93.4% | - | $5,609-95.7% |
| Admin fee / account holder | $2 | $1,588-99.9% | - | $10,828-100.0% |