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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 | $1,888 | $29,716-93.6% | $56,077-96.6% | $80,925-97.7% |
| Participation rate | 2.4% | 41.7%-39.3pp | 52.5%-50.1pp | 67.7%-65.2pp |
| Annual return | 0.00% | 35.30%-35.3pp | 1709.28%-1709.3pp | 35.65%-35.6pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $46 | $1,228-96.3% | $1,954-97.6% | $4,299-98.9% |
| Admin fee / account holder | $83 | $2,432-96.6% | $2,825-97.1% | $6,940-98.8% |