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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 | $3,263 | $37,156-91.2% | $83,854-96.1% | $86,983-96.2% |
| Participation rate | 32.0% | 49.1%-17.1pp | 59.1%-27.1pp | 69.5%-37.5pp |
| Annual return | 19.62% | 29.88%-10.3pp | 31.39%-11.8pp | 25.83%-6.2pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $1,418-100.0% | $2,035-100.0% | $4,194-100.0% |
| Admin fee / account holder | $12 | $2,510-99.5% | $3,197-99.6% | $7,856-99.8% |