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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 | $32,880 | $93,617-64.9% | $135,982-75.8% | $75,177-56.3% |
| Participation rate | 33.8% | 75.2%-41.4pp | 81.9%-48.1pp | 67.2%-33.4pp |
| Annual return | 23.84% | 30.89%-7.1pp | 68.32%-44.5pp | 160.75%-136.9pp |
| Employer contribution / active EE | $782 | $3,538-77.9% | $4,859-83.9% | $2,671-70.7% |
| Participant deferral / active EE | $1,702 | $6,406-73.4% | $7,760-78.1% | $4,126-58.8% |
| Admin fee / account holder | $50 | $6,980-99.3% | $10,767-99.5% | $5,651-99.1% |