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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 | $6,698 | $57,590-88.4% | $86,233-92.2% | $82,448-91.9% |
| Participation rate | 23.8% | 57.9%-34.1pp | 69.0%-45.3pp | 68.1%-44.3pp |
| Annual return | 0.00% | 22.41%-22.4pp | 61.39%-61.4pp | 41.64%-41.6pp |
| Employer contribution / active EE | $138 | $1,655-91.6% | $2,504-94.5% | $2,551-94.6% |
| Participant deferral / active EE | $281 | $3,080-90.9% | $4,559-93.8% | $4,139-93.2% |
| Admin fee / account holder | $19 | $4,730-99.6% | $8,342-99.8% | $7,234-99.7% |