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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 | $101,032 | $185,312-45.5% | $161,489-37.4% | $154,746-34.7% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 13.24% | 103.84%-90.6pp | 89.72%-76.5pp | 172.34%-159.1pp |
| Employer contribution / active EE | $238 | $4,769-95.0% | $4,268-94.4% | $4,379-94.6% |
| Participant deferral / active EE | $613 | $6,350-90.3% | $5,630-89.1% | $6,730-90.9% |
| Admin fee / account holder | $114 | $18,654-99.4% | $16,006-99.3% | $14,365-99.2% |