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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 | $4,889 | $36,948-86.8% | $73,658-93.4% | $87,485-94.4% |
| Participation rate | 3.4% | 46.8%-43.4pp | 57.0%-53.6pp | 68.9%-65.5pp |
| Annual return | 28.17% | 28.64%-0.5pp | 29.72%-1.5pp | 26.06%+2.1pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $130 | $1,379-90.6% | $2,062-93.7% | $4,274-97.0% |
| Admin fee / account holder | $35 | $2,531-98.6% | $3,357-99.0% | $7,775-99.6% |