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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 | $1,227 | $69,118-98.2% | $53,647-97.7% | $138,895-99.1% |
| Participation rate | 40.0% | 64.0%-24.0pp | 56.3%-16.3pp | 79.9%-39.9pp |
| Annual return | 16.83% | 248.26%-231.4pp | 358.33%-341.5pp | 145.39%-128.6pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $2,274-100.0% | $1,813-100.0% | $6,396-100.0% |
| Admin fee / account holder | $18 | $2,724-99.3% | $2,460-99.2% | $12,562-99.9% |