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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 | $6,573 | $63,703-89.7% | $93,063-92.9% | $82,448-92.0% |
| Participation rate | 17.9% | 63.8%-45.9pp | 72.1%-54.2pp | 68.1%-50.2pp |
| Annual return | 17.42% | -775.43%+792.8pp | 34.15%-16.7pp | 41.64%-24.2pp |
| Employer contribution / active EE | $140 | $1,729-91.9% | $2,476-94.3% | $2,551-94.5% |
| Participant deferral / active EE | $238 | $2,919-91.9% | $3,958-94.0% | $4,139-94.3% |
| Admin fee / account holder | $30 | $5,982-99.5% | $6,033-99.5% | $7,234-99.6% |