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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 | $46,920 | $43,344+8.2% | $59,899-21.7% | $64,173-26.9% |
| Participation rate | 24.7% | 69.2%-44.5pp | 74.7%-50.0pp | 69.6%-44.9pp |
| Annual return | 16.88% | -1.55%+18.4pp | 3.46%+13.4pp | 7.63%+9.2pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $539 | $2,547-78.8% | $3,402-84.2% | $3,470-84.5% |
| Admin fee / account holder | $186 | $3,008-93.8% | $3,592-94.8% | $4,887-96.2% |