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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 | $34,514 | $78,707-56.1% | $117,861-70.7% | $70,126-50.8% |
| Participation rate | 47.9% | 73.2%-25.3pp | 79.7%-31.7pp | 69.5%-21.6pp |
| Annual return | 22.31% | 23.30%-1.0pp | 335.11%-312.8pp | 73.15%-50.8pp |
| Employer contribution / active EE | $395 | $2,223-82.2% | $3,786-89.6% | $2,343-83.1% |
| Participant deferral / active EE | $1,138 | $3,297-65.5% | $4,482-74.6% | $3,332-65.8% |
| Admin fee / account holder | $165 | $5,066-96.8% | $8,021-97.9% | $4,645-96.5% |