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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 | $10,256 | $100,203-89.8% | $85,240-88.0% | $145,897-93.0% |
| Participation rate | 5.0% | 74.1%-69.1pp | 67.5%-62.5pp | 80.3%-75.3pp |
| Annual return | 12.53% | 84.28%-71.7pp | 66.75%-54.2pp | 552.29%-539.8pp |
| Employer contribution / active EE | $143 | $3,242-95.6% | $2,735-94.8% | $4,663-96.9% |
| Participant deferral / active EE | $173 | $5,299-96.7% | $4,527-96.2% | $6,689-97.4% |
| Admin fee / account holder | $110 | $7,265-98.5% | $6,165-98.2% | $13,390-99.2% |