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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 | $2,145 | $37,156-94.2% | $83,854-97.4% | $86,983-97.5% |
| Participation rate | 9.4% | 49.1%-39.7pp | 59.1%-49.7pp | 69.5%-60.2pp |
| Annual return | 37.40% | 29.88%+7.5pp | 31.39%+6.0pp | 25.83%+11.6pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $105 | $1,418-92.6% | $2,035-94.8% | $4,194-97.5% |
| Admin fee / account holder | $23 | $2,510-99.1% | $3,197-99.3% | $7,856-99.7% |