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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 | $2,405 | $51,638-95.3% | $68,368-96.5% | $82,448-97.1% |
| Participation rate | 26.9% | 63.6%-36.7pp | 73.8%-46.8pp | 68.1%-41.1pp |
| Annual return | 14.41% | 37.53%-23.1pp | 292.57%-278.2pp | 41.64%-27.2pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $406 | $2,914-86.1% | $4,123-90.2% | $4,139-90.2% |
| Admin fee / account holder | $194 | $4,643-95.8% | $5,150-96.2% | $7,234-97.3% |