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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 | $48,559 | $52,678-7.8% | $75,784-35.9% | $59,633-18.6% |
| Participation rate | 11.4% | 67.2%-55.8pp | 75.8%-64.4pp | 68.7%-57.2pp |
| Annual return | -0.95% | 2.95%-3.9pp | 9.68%-10.6pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $488 | $2,591-81.2% | $3,652-86.6% | $3,192-84.7% |
| Admin fee / account holder | $240 | $3,610-93.4% | $5,300-95.5% | $4,297-94.4% |