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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 | $94,439-97.3% | $73,658-96.5% | $154,746-98.3% |
| Participation rate | 43.8% | 64.7%-20.9pp | 57.0%-13.3pp | 80.7%-37.0pp |
| Annual return | 18.68% | 28.25%-9.6pp | 29.72%-11.0pp | 172.34%-153.7pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $63 | $2,527-97.5% | $2,062-97.0% | $6,730-99.1% |
| Admin fee / account holder | $41 | $3,843-98.9% | $3,357-98.8% | $14,365-99.7% |