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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 | $46,702 | $53,774-13.2% | $134,162-65.2% | $79,856-41.5% |
| Participation rate | 22.2% | 58.8%-36.6pp | 72.2%-50.0pp | 69.6%-47.4pp |
| Annual return | 21.95% | 19.01%+2.9pp | 36.35%-14.4pp | 31.71%-9.8pp |
| Employer contribution / active EE | $208 | $1,322-84.3% | $3,705-94.4% | $2,471-91.6% |
| Participant deferral / active EE | $821 | $2,420-66.1% | $3,500-76.6% | $3,741-78.1% |
| Admin fee / account holder | $0 | $3,985-100.0% | $6,685-100.0% | $5,306-100.0% |