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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 | $3,910 | $51,638-92.4% | $68,368-94.3% | $82,448-95.3% |
| Participation rate | 20.0% | 63.6%-43.6pp | 73.8%-53.8pp | 68.1%-48.1pp |
| Annual return | 19.53% | 37.53%-18.0pp | 292.57%-273.0pp | 41.64%-22.1pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $257 | $2,914-91.2% | $4,123-93.8% | $4,139-93.8% |
| Admin fee / account holder | $18 | $4,643-99.6% | $5,150-99.6% | $7,234-99.7% |