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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 | $4,183 | $47,105-91.1% | $68,368-93.9% | $67,986-93.8% |
| Participation rate | 1.7% | 51.8%-50.1pp | 73.8%-72.0pp | 57.2%-55.5pp |
| Annual return | 15.96% | 48.37%-32.4pp | 292.57%-276.6pp | 31.67%-15.7pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $4,123-100.0% | $3,358-100.0% |
| Admin fee / account holder | $145 | $2,435-94.0% | $5,150-97.2% | $3,203-95.5% |