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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 | $2,913 | $49,976-94.2% | $66,674-95.6% | $82,637-96.5% |
| Participation rate | 34.4% | 63.1%-28.7pp | 73.7%-39.3pp | 68.1%-33.7pp |
| Annual return | 20.78% | 39.09%-18.3pp | 321.24%-300.5pp | 53.51%-32.7pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $298 | $2,847-89.5% | $4,084-92.7% | $4,126-92.8% |
| Admin fee / account holder | $16 | $4,594-99.7% | $5,098-99.7% | $7,339-99.8% |