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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 | $76,629 | $59,332+29.2% | $90,223-15.1% | $59,632+28.5% |
| Participation rate | 21.5% | 71.9%-50.4pp | 79.0%-57.5pp | 68.7%-47.1pp |
| Annual return | 0.13% | 3.25%-3.1pp | 1.31%-1.2pp | 2041.32%-2041.2pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $4,378-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $851 | $4,369-80.5% | $5,792-85.3% | $3,192-73.3% |
| Admin fee / account holder | $60 | $5,032-98.8% | $7,406-99.2% | $4,297-98.6% |