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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 | $4,509 | $49,976-91.0% | $66,674-93.2% | $82,637-94.5% |
| Participation rate | 11.6% | 63.1%-51.5pp | 73.7%-62.1pp | 68.1%-56.5pp |
| Annual return | 21.47% | 39.09%-17.6pp | 321.24%-299.8pp | 53.51%-32.0pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $167 | $2,847-94.1% | $4,084-95.9% | $4,126-96.0% |
| Admin fee / account holder | $20 | $4,594-99.6% | $5,098-99.6% | $7,339-99.7% |