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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 | $40,845 | $80,992-49.6% | $96,534-57.7% | $75,173-45.7% |
| Participation rate | 21.4% | 71.8%-50.4pp | 76.0%-54.6pp | 67.2%-45.8pp |
| Annual return | 25.66% | 27.05%-1.4pp | 25.88%-0.2pp | 160.72%-135.1pp |
| Employer contribution / active EE | $585 | $2,283-74.4% | $2,965-80.3% | $2,671-78.1% |
| Participant deferral / active EE | $1,127 | $3,929-71.3% | $4,851-76.8% | $4,126-72.7% |
| Admin fee / account holder | $261 | $6,717-96.1% | $8,253-96.8% | $5,651-95.4% |