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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 | $2,849 | $22,602-87.4% | $65,328-95.6% | $75,181-96.2% |
| Participation rate | 11.9% | 63.1%-51.2pp | 64.9%-53.1pp | 67.2%-55.3pp |
| Annual return | 34.99% | 71.13%-36.1pp | 47.39%-12.4pp | 160.69%-125.7pp |
| Employer contribution / active EE | $0 | $941-100.0% | $1,692-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $250 | $1,695-85.3% | $2,832-91.2% | $4,126-93.9% |
| Admin fee / account holder | $8 | $1,877-99.6% | $4,116-99.8% | $5,650-99.9% |