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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 | $84,551-100.0% | $61,452-100.0% | $134,532-100.0% |
| Participation rate | 0.0% | 62.2%-62.2pp | 52.6%-52.6pp | 81.2%-81.2pp |
| Annual return | -18.31% | 585.39%-603.7pp | 338.96%-357.3pp | 418.27%-436.6pp |
| Employer contribution / active EE | $39 | $1,545-97.5% | $1,160-96.6% | $4,741-99.2% |
| Participant deferral / active EE | $100 | $2,818-96.4% | $2,125-95.3% | $6,401-98.4% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,429-100.0% |