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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 | $4,335 | $51,638-91.6% | $68,368-93.7% | $82,448-94.7% |
| Participation rate | 10.3% | 63.6%-53.3pp | 73.8%-63.4pp | 68.1%-57.7pp |
| Annual return | 18.64% | 37.53%-18.9pp | 292.57%-273.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $103 | $2,914-96.4% | $4,123-97.5% | $4,139-97.5% |
| Admin fee / account holder | $65 | $4,643-98.6% | $5,150-98.7% | $7,234-99.1% |