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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 | $1,681 | $67,823-97.5% | $52,425-96.8% | $137,256-98.8% |
| Participation rate | 46.2% | 63.9%-17.8pp | 55.6%-9.5pp | 80.0%-33.8pp |
| Annual return | 16.68% | 219.11%-202.4pp | 302.12%-285.4pp | 220.34%-203.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $194 | $2,288-91.5% | $1,790-89.2% | $6,407-97.0% |
| Admin fee / account holder | $32 | $2,844-98.9% | $2,495-98.7% | $12,270-99.7% |