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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 | $35,225 | $93,598-62.4% | $135,974-74.1% | $75,173-53.1% |
| Participation rate | 24.5% | 75.2%-50.7pp | 81.9%-57.4pp | 67.2%-42.7pp |
| Annual return | 23.50% | 30.89%-7.4pp | 68.30%-44.8pp | 160.72%-137.2pp |
| Employer contribution / active EE | $609 | $3,538-82.8% | $4,859-87.5% | $2,671-77.2% |
| Participant deferral / active EE | $1,199 | $6,405-81.3% | $7,760-84.5% | $4,126-70.9% |
| Admin fee / account holder | $5 | $6,978-99.9% | $10,767-100.0% | $5,651-99.9% |