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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 | $104,650-94.3% | $83,854-92.8% | $155,188-96.1% |
| Participation rate | 6.3% | 65.1%-58.8pp | 59.1%-52.9pp | 80.8%-74.6pp |
| Annual return | 17.88% | 28.97%-11.1pp | 31.39%-13.5pp | 148.84%-131.0pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $66 | $2,367-97.2% | $2,035-96.8% | $6,531-99.0% |
| Admin fee / account holder | $78 | $3,518-97.8% | $3,197-97.6% | $14,480-99.5% |