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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 | $1,437 | $22,602-93.6% | $65,566-97.8% | $75,173-98.1% |
| Participation rate | 48.7% | 63.1%-14.4pp | 64.9%-16.2pp | 67.2%-18.5pp |
| Annual return | 25.50% | 71.13%-45.6pp | 47.40%-21.9pp | 160.72%-135.2pp |
| Employer contribution / active EE | $0 | $941-100.0% | $1,692-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $477 | $1,695-71.8% | $2,832-83.1% | $4,126-88.4% |
| Admin fee / account holder | $27 | $1,877-98.6% | $4,114-99.3% | $5,651-99.5% |