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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 | $3,339 | $51,638-93.5% | $68,368-95.1% | $82,448-96.0% |
| Participation rate | 1.9% | 63.6%-61.7pp | 73.8%-71.8pp | 68.1%-66.1pp |
| Annual return | 22.01% | 37.53%-15.5pp | 292.57%-270.6pp | 41.64%-19.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $21 | $2,914-99.3% | $4,123-99.5% | $4,139-99.5% |
| Admin fee / account holder | $29 | $4,643-99.4% | $5,150-99.4% | $7,234-99.6% |