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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 | $31,312 | $45,152-30.7% | $73,835-57.6% | $59,633-47.5% |
| Participation rate | 3.9% | 64.0%-60.1pp | 73.4%-69.5pp | 68.7%-64.7pp |
| Annual return | 0.96% | 27.40%-26.4pp | 2268.13%-2267.2pp | 2041.40%-2040.4pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,788-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $81 | $2,573-96.8% | $3,583-97.7% | $3,192-97.5% |
| Admin fee / account holder | $18 | $3,515-99.5% | $4,880-99.6% | $4,297-99.6% |