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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 | $2,702 | $51,638-94.8% | $68,368-96.0% | $82,448-96.7% |
| Participation rate | 16.1% | 63.6%-47.5pp | 73.8%-57.7pp | 68.1%-52.0pp |
| Annual return | 29.10% | 37.53%-8.4pp | 292.57%-263.5pp | 41.64%-12.5pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $334 | $2,914-88.5% | $4,123-91.9% | $4,139-91.9% |
| Admin fee / account holder | $93 | $4,643-98.0% | $5,150-98.2% | $7,234-98.7% |