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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 | $2,802 | $49,976-94.4% | $66,674-95.8% | $82,637-96.6% |
| Participation rate | 38.5% | 63.1%-24.6pp | 73.7%-35.2pp | 68.1%-29.6pp |
| Annual return | 17.17% | 39.09%-21.9pp | 321.24%-304.1pp | 53.51%-36.3pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $262 | $2,847-90.8% | $4,084-93.6% | $4,126-93.7% |
| Admin fee / account holder | $73 | $4,594-98.4% | $5,098-98.6% | $7,339-99.0% |