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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 | $6,041 | $23,330-74.1% | $64,489-90.6% | $82,448-92.7% |
| Participation rate | 14.6% | 68.3%-53.7pp | 67.7%-53.1pp | 68.1%-53.5pp |
| Annual return | 18.97% | 83.66%-64.7pp | 55.03%-36.1pp | 41.64%-22.7pp |
| Employer contribution / active EE | $0 | $824-100.0% | $1,523-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $298 | $1,707-82.5% | $2,778-89.3% | $4,139-92.8% |
| Admin fee / account holder | $36 | $2,946-98.8% | $4,260-99.1% | $7,234-99.5% |