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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 | $8,521 | $117,694-92.8% | $71,755-88.1% | $134,532-93.7% |
| Participation rate | 15.4% | 68.8%-53.5pp | 62.3%-46.9pp | 81.2%-65.8pp |
| Annual return | 0.61% | 25.33%-24.7pp | 9.09%-8.5pp | 418.27%-417.7pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $1,704-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $443 | $3,753-88.2% | $2,656-83.3% | $6,401-93.1% |
| Admin fee / account holder | $76 | $6,374-98.8% | $3,972-98.1% | $11,429-99.3% |