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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 | $2,184 | $94,439-97.7% | $73,658-97.0% | $154,746-98.6% |
| Participation rate | 42.9% | 64.7%-21.8pp | 57.0%-14.2pp | 80.7%-37.8pp |
| Annual return | 15.17% | 28.25%-13.1pp | 29.72%-14.6pp | 172.34%-157.2pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $2,062-100.0% | $6,730-100.0% |
| Admin fee / account holder | $5 | $3,843-99.9% | $3,357-99.9% | $14,365-100.0% |