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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 | $2,770 | $94,439-97.1% | $73,658-96.2% | $154,746-98.2% |
| Participation rate | 4.5% | 64.7%-60.1pp | 57.0%-52.5pp | 80.7%-76.2pp |
| Annual return | 0.00% | 28.25%-28.3pp | 29.72%-29.7pp | 172.34%-172.3pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $115 | $2,527-95.4% | $2,062-94.4% | $6,730-98.3% |
| Admin fee / account holder | $14 | $3,843-99.6% | $3,357-99.6% | $14,365-99.9% |