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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 | $43,879 | $65,704-33.2% | $94,229-53.4% | $59,633-26.4% |
| Participation rate | 26.5% | 72.1%-45.6pp | 78.8%-52.3pp | 68.7%-42.2pp |
| Annual return | -0.25% | 5.22%-5.5pp | 10.68%-10.9pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $477 | $3,143-84.8% | $4,320-89.0% | $3,192-85.0% |
| Admin fee / account holder | $61 | $4,265-98.6% | $6,269-99.0% | $4,297-98.6% |