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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 | $49,976-94.6% | $66,674-95.9% | $82,637-96.7% |
| Participation rate | 16.1% | 63.1%-47.0pp | 73.7%-57.6pp | 68.1%-52.0pp |
| Annual return | 29.10% | 39.09%-10.0pp | 321.24%-292.1pp | 53.51%-24.4pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $334 | $2,847-88.3% | $4,084-91.8% | $4,126-91.9% |
| Admin fee / account holder | $93 | $4,594-98.0% | $5,098-98.2% | $7,339-98.7% |