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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 | $3,111 | $36,948-91.6% | $73,658-95.8% | $87,485-96.4% |
| Participation rate | 1.9% | 46.8%-45.0pp | 57.0%-55.2pp | 68.9%-67.1pp |
| Annual return | 19.81% | 28.64%-8.8pp | 29.72%-9.9pp | 26.06%-6.3pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1 | $1,379-100.0% | $2,062-100.0% | $4,274-100.0% |
| Admin fee / account holder | $35 | $2,531-98.6% | $3,357-99.0% | $7,775-99.5% |