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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 | $2,669 | $27,943-90.4% | $58,507-95.4% | $75,177-96.4% |
| Participation rate | 4.0% | 38.8%-34.8pp | 50.9%-46.9pp | 67.2%-63.2pp |
| Annual return | 0.00% | 44.22%-44.2pp | 4252.32%-4252.3pp | 160.75%-160.8pp |
| Employer contribution / active EE | $44 | $670-93.4% | $1,053-95.8% | $2,671-98.3% |
| Participant deferral / active EE | $55 | $1,202-95.4% | $1,922-97.1% | $4,126-98.7% |
| Admin fee / account holder | $0 | $1,727-100.0% | $2,486-100.0% | $5,651-100.0% |