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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 | $3,401 | $69,118-95.1% | $53,647-93.7% | $138,895-97.6% |
| Participation rate | 39.1% | 64.0%-24.8pp | 56.3%-17.1pp | 79.9%-40.8pp |
| Annual return | 19.18% | 248.26%-229.1pp | 358.33%-339.2pp | 145.39%-126.2pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $134 | $2,274-94.1% | $1,813-92.6% | $6,396-97.9% |
| Admin fee / account holder | $23 | $2,724-99.2% | $2,460-99.1% | $12,562-99.8% |