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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 | $56,720 | $52,678+7.7% | $75,784-25.2% | $59,633-4.9% |
| Participation rate | 20.0% | 67.2%-47.2pp | 75.8%-55.8pp | 68.7%-48.7pp |
| Annual return | -0.02% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $144 | $2,193-93.4% | $3,323-95.7% | $2,203-93.5% |
| Participant deferral / active EE | $721 | $2,591-72.2% | $3,652-80.3% | $3,192-77.4% |
| Admin fee / account holder | $0 | $3,610-100.0% | $5,300-100.0% | $4,297-100.0% |