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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 | $5,529 | $36,948-85.0% | $73,658-92.5% | $87,485-93.7% |
| Participation rate | 6.7% | 46.8%-40.2pp | 57.0%-50.4pp | 68.9%-62.3pp |
| Annual return | 20.19% | 28.64%-8.4pp | 29.72%-9.5pp | 26.06%-5.9pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $116 | $1,379-91.6% | $2,062-94.4% | $4,274-97.3% |
| Admin fee / account holder | $54 | $2,531-97.9% | $3,357-98.4% | $7,775-99.3% |