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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 | $49,976-95.2% | $66,674-96.4% | $82,637-97.1% |
| Participation rate | 26.9% | 63.1%-36.2pp | 73.7%-46.8pp | 68.1%-41.1pp |
| Annual return | 14.41% | 39.09%-24.7pp | 321.24%-306.8pp | 53.51%-39.1pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $406 | $2,847-85.7% | $4,084-90.1% | $4,126-90.2% |
| Admin fee / account holder | $194 | $4,594-95.8% | $5,098-96.2% | $7,339-97.4% |