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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 | $5,734 | $94,439-93.9% | $73,658-92.2% | $154,746-96.3% |
| Participation rate | 14.3% | 64.7%-50.4pp | 57.0%-42.8pp | 80.7%-66.4pp |
| Annual return | 4.30% | 28.25%-24.0pp | 29.72%-25.4pp | 172.34%-168.0pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $223 | $2,527-91.2% | $2,062-89.2% | $6,730-96.7% |
| Admin fee / account holder | $26 | $3,843-99.3% | $3,357-99.2% | $14,365-99.8% |