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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 | $28,582 | $116,190-75.4% | $93,614-69.5% | $152,885-81.3% |
| Participation rate | 16.7% | 78.0%-61.4pp | 75.8%-59.2pp | 82.5%-65.8pp |
| Annual return | 29.42% | 35.96%-6.5pp | 32.76%-3.3pp | 345.39%-316.0pp |
| Employer contribution / active EE | $475 | $3,219-85.2% | $2,718-82.5% | $4,763-90.0% |
| Participant deferral / active EE | $1,111 | $4,604-75.9% | $4,069-72.7% | $5,851-81.0% |
| Admin fee / account holder | $294 | $10,749-97.3% | $7,889-96.3% | $11,598-97.5% |