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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 | $84,696-100.0% | $75,702-100.0% | $167,497-100.0% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.8%-74.8pp | 82.1%-82.1pp |
| Annual return | 0.00% | 199.42%-199.4pp | 104.56%-104.6pp | 478.62%-478.6pp |
| Employer contribution / active EE | $292 | $3,230-91.0% | $2,743-89.4% | $4,838-94.0% |
| Participant deferral / active EE | $479 | $4,580-89.5% | $3,822-87.5% | $6,341-92.4% |
| Admin fee / account holder | $0 | $5,356-100.0% | $3,619-100.0% | $12,310-100.0% |