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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 | $5,283 | $49,976-89.4% | $66,674-92.1% | $82,637-93.6% |
| Participation rate | 14.8% | 63.1%-48.3pp | 73.7%-58.9pp | 68.1%-53.2pp |
| Annual return | 19.24% | 39.09%-19.9pp | 321.24%-302.0pp | 53.51%-34.3pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $166 | $2,847-94.2% | $4,084-95.9% | $4,126-96.0% |
| Admin fee / account holder | $31 | $4,594-99.3% | $5,098-99.4% | $7,339-99.6% |