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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 | $20,385 | $63,845-68.1% | $81,370-74.9% | $80,959-74.8% |
| Participation rate | 21.4% | 63.9%-42.5pp | 69.5%-48.1pp | 67.7%-46.2pp |
| Annual return | 25.01% | 16.37%+8.6pp | 24.85%+0.2pp | 35.67%-10.7pp |
| Employer contribution / active EE | $388 | $1,980-80.4% | $2,464-84.2% | $2,757-85.9% |
| Participant deferral / active EE | $607 | $3,093-80.4% | $3,885-84.4% | $4,300-85.9% |
| Admin fee / account holder | $87 | $5,688-98.5% | $5,749-98.5% | $6,925-98.7% |