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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 | $68,819 | $118,877-42.1% | $96,570-28.7% | $167,536-58.9% |
| Participation rate | 4.8% | 75.5%-70.7pp | 69.8%-65.1pp | 82.1%-77.4pp |
| Annual return | 18.54% | 50.50%-32.0pp | 37.79%-19.2pp | 478.82%-460.3pp |
| Employer contribution / active EE | $114 | $3,121-96.4% | $2,357-95.2% | $4,839-97.7% |
| Participant deferral / active EE | $111 | $4,617-97.6% | $3,849-97.1% | $6,342-98.2% |
| Admin fee / account holder | $60 | $8,069-99.3% | $6,182-99.0% | $12,315-99.5% |