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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 | $11,608 | $47,479-75.6% | $62,929-81.6% | $82,448-85.9% |
| Participation rate | 17.4% | 66.9%-49.5pp | 73.1%-55.7pp | 68.1%-50.7pp |
| Annual return | 0.00% | 20.34%-20.3pp | 1063.93%-1063.9pp | 41.64%-41.6pp |
| Employer contribution / active EE | $95 | $1,885-95.0% | $2,505-96.2% | $2,551-96.3% |
| Participant deferral / active EE | $332 | $2,870-88.4% | $3,888-91.5% | $4,139-92.0% |
| Admin fee / account holder | $99 | $3,804-97.4% | $5,065-98.0% | $7,234-98.6% |