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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 | $37,156-85.1% | $83,854-93.4% | $86,983-93.6% |
| Participation rate | 6.7% | 49.1%-42.4pp | 59.1%-52.4pp | 69.5%-62.9pp |
| Annual return | 20.19% | 29.88%-9.7pp | 31.39%-11.2pp | 25.83%-5.6pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $116 | $1,418-91.8% | $2,035-94.3% | $4,194-97.2% |
| Admin fee / account holder | $54 | $2,510-97.9% | $3,197-98.3% | $7,856-99.3% |