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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 | $2,573 | $67,823-96.2% | $52,425-95.1% | $137,256-98.1% |
| Participation rate | 43.8% | 63.9%-20.2pp | 55.6%-11.9pp | 80.0%-36.2pp |
| Annual return | 18.68% | 219.11%-200.4pp | 302.12%-283.4pp | 220.34%-201.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $63 | $2,288-97.3% | $1,790-96.5% | $6,407-99.0% |
| Admin fee / account holder | $41 | $2,844-98.6% | $2,495-98.4% | $12,270-99.7% |