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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 | $6,008 | $94,439-93.6% | $73,658-91.8% | $154,746-96.1% |
| Participation rate | 6.3% | 64.7%-58.4pp | 57.0%-50.8pp | 80.7%-74.5pp |
| Annual return | 17.88% | 28.25%-10.4pp | 29.72%-11.8pp | 172.34%-154.5pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $66 | $2,527-97.4% | $2,062-96.8% | $6,730-99.0% |
| Admin fee / account holder | $78 | $3,843-98.0% | $3,357-97.7% | $14,365-99.5% |