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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 | $84,944 | $54,726+55.2% | $68,793+23.5% | $64,181+32.4% |
| Participation rate | 4.2% | 68.0%-63.9pp | 72.2%-68.1pp | 69.6%-65.4pp |
| Annual return | -4.30% | -1.62%-2.7pp | -4.63%+0.3pp | 7.63%-11.9pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $246 | $2,626-90.6% | $3,311-92.6% | $3,470-92.9% |
| Admin fee / account holder | $0 | $4,027-100.0% | $5,131-100.0% | $4,887-100.0% |