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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 | $41,061 | $39,162+4.8% | $100,671-59.2% | $59,633-31.1% |
| Participation rate | 9.0% | 55.9%-46.9pp | 70.7%-61.8pp | 68.7%-59.7pp |
| Annual return | 0.80% | 21.07%-20.3pp | 20.43%-19.6pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $441 | $1,992-77.9% | $3,144-86.0% | $3,192-86.2% |
| Admin fee / account holder | $0 | $2,969-100.0% | $4,850-100.0% | $4,297-100.0% |