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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 | $20,683 | $52,678-60.7% | $75,784-72.7% | $59,633-65.3% |
| Participation rate | 58.1% | 67.2%-9.2pp | 75.8%-17.8pp | 68.7%-10.6pp |
| Annual return | 3.35% | 2.95%+0.4pp | 9.68%-6.3pp | 2041.45%-2038.1pp |
| Employer contribution / active EE | $272 | $2,193-87.6% | $3,323-91.8% | $2,203-87.7% |
| Participant deferral / active EE | $790 | $2,591-69.5% | $3,652-78.4% | $3,192-75.2% |
| Admin fee / account holder | $41 | $3,610-98.9% | $5,300-99.2% | $4,297-99.0% |