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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 | $12,952 | $29,319-55.8% | $52,425-75.3% | $82,448-84.3% |
| Participation rate | 2.2% | 46.9%-44.6pp | 55.6%-53.4pp | 68.1%-65.8pp |
| Annual return | 0.00% | 535.20%-535.2pp | 302.12%-302.1pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $26 | $1,171-97.8% | $1,790-98.6% | $4,139-99.4% |
| Admin fee / account holder | $20 | $1,962-99.0% | $2,495-99.2% | $7,234-99.7% |