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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 | $4,305 | $25,014-82.8% | $69,632-93.8% | $80,959-94.7% |
| Participation rate | 12.2% | 64.2%-52.0pp | 66.4%-54.2pp | 67.7%-55.4pp |
| Annual return | 11.73% | 19.08%-7.3pp | 101.32%-89.6pp | 35.67%-23.9pp |
| Employer contribution / active EE | $0 | $991-100.0% | $1,708-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $271 | $1,840-85.3% | $2,889-90.6% | $4,300-93.7% |
| Admin fee / account holder | $21 | $2,491-99.1% | $4,695-99.5% | $6,925-99.7% |