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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 | $58,744 | $52,678+11.5% | $75,784-22.5% | $59,633-1.5% |
| Participation rate | 24.0% | 67.2%-43.2pp | 75.8%-51.8pp | 68.7%-44.7pp |
| Annual return | 0.32% | 2.95%-2.6pp | 9.68%-9.4pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $508 | $2,591-80.4% | $3,652-86.1% | $3,192-84.1% |
| Admin fee / account holder | $0 | $3,610-100.0% | $5,300-100.0% | $4,297-100.0% |