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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 | $39,881 | $45,438-12.2% | $80,004-50.2% | $59,633-33.1% |
| Participation rate | 32.4% | 63.7%-31.4pp | 73.0%-40.7pp | 68.7%-36.3pp |
| Annual return | 0.59% | 5.10%-4.5pp | 7.63%-7.0pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $0 | $1,236-100.0% | $2,473-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $588 | $2,231-73.6% | $3,204-81.6% | $3,192-81.6% |
| Admin fee / account holder | $150 | $3,464-95.7% | $5,033-97.0% | $4,297-96.5% |