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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 | $5,558 | $29,051-80.9% | $52,425-89.4% | $67,986-91.8% |
| Participation rate | 8.2% | 30.4%-22.3pp | 55.6%-47.4pp | 57.2%-49.0pp |
| Annual return | 18.63% | 24.00%-5.4pp | 302.12%-283.5pp | 31.67%-13.0pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $58 | $873-93.3% | $1,790-96.8% | $3,358-98.3% |
| Admin fee / account holder | $57 | $2,113-97.3% | $2,495-97.7% | $3,203-98.2% |