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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 | $54,196 | $52,678+2.9% | $75,784-28.5% | $59,633-9.1% |
| Participation rate | 8.1% | 67.2%-59.1pp | 75.8%-67.7pp | 68.7%-60.6pp |
| Annual return | -2.16% | 2.95%-5.1pp | 9.68%-11.8pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $334 | $2,193-84.8% | $3,323-89.9% | $2,203-84.8% |
| Participant deferral / active EE | $603 | $2,591-76.7% | $3,652-83.5% | $3,192-81.1% |
| Admin fee / account holder | $25 | $3,610-99.3% | $5,300-99.5% | $4,297-99.4% |