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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 | $11,626 | $106,267-89.1% | $96,520-88.0% | $139,456-91.7% |
| Participation rate | 12.5% | 77.8%-65.3pp | 74.3%-61.8pp | 80.3%-67.8pp |
| Annual return | 19.86% | 38.45%-18.6pp | 35.72%-15.9pp | 373.45%-353.6pp |
| Employer contribution / active EE | $382 | $4,105-90.7% | $3,739-89.8% | $4,753-92.0% |
| Participant deferral / active EE | $456 | $5,454-91.6% | $4,879-90.7% | $6,711-93.2% |
| Admin fee / account holder | $31 | $7,882-99.6% | $6,733-99.5% | $11,407-99.7% |