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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 | $50,378 | $85,024-40.7% | $70,544-28.6% | $139,466-63.9% |
| Participation rate | 17.4% | 73.9%-56.5pp | 68.4%-51.0pp | 80.3%-62.9pp |
| Annual return | 10.56% | 30.39%-19.8pp | 32.79%-22.2pp | 373.66%-363.1pp |
| Employer contribution / active EE | $103 | $3,912-97.4% | $2,976-96.5% | $4,754-97.8% |
| Participant deferral / active EE | $159 | $5,891-97.3% | $4,568-96.5% | $6,712-97.6% |
| Admin fee / account holder | $0 | $8,928-100.0% | $6,427-100.0% | $11,409-100.0% |