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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 | $104,650-97.9% | $83,854-97.4% | $155,188-98.6% |
| Participation rate | 42.9% | 65.1%-22.2pp | 59.1%-16.3pp | 80.8%-37.9pp |
| Annual return | 15.17% | 28.97%-13.8pp | 31.39%-16.2pp | 148.84%-133.7pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $2,367-100.0% | $2,035-100.0% | $6,531-100.0% |
| Admin fee / account holder | $5 | $3,518-99.9% | $3,197-99.9% | $14,480-100.0% |