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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 | $65,041-100.0% | $90,965-100.0% | $79,858-100.0% |
| Participation rate | 0.0% | 61.6%-61.6pp | 69.0%-69.0pp | 69.6%-69.6pp |
| Annual return | 0.00% | 30.45%-30.5pp | 134.57%-134.6pp | 31.72%-31.7pp |
| Employer contribution / active EE | $61 | $1,247-95.1% | $2,122-97.1% | $2,471-97.5% |
| Participant deferral / active EE | $174 | $2,512-93.1% | $3,373-94.8% | $3,740-95.4% |
| Admin fee / account holder | $0 | $4,536-100.0% | $5,960-100.0% | $5,306-100.0% |