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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 | $38,186 | $72,177-47.1% | $115,038-66.8% | $59,633-36.0% |
| Participation rate | 12.2% | 72.6%-60.4pp | 81.4%-69.2pp | 68.7%-56.5pp |
| Annual return | -1.50% | 12.02%-13.5pp | 26.14%-27.6pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $320 | $4,783-93.3% | $6,026-94.7% | $3,192-90.0% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |