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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 | $230,158 | $73,978+211.1% | $96,515+138.5% | $75,173+206.2% |
| Participation rate | 2.7% | 66.4%-63.7pp | 74.3%-71.6pp | 67.2%-64.5pp |
| Annual return | 18.88% | 26.72%-7.8pp | 35.73%-16.9pp | 160.72%-141.8pp |
| Employer contribution / active EE | $8 | $2,931-99.7% | $3,740-99.8% | $2,671-99.7% |
| Participant deferral / active EE | $14 | $3,660-99.6% | $4,880-99.7% | $4,126-99.7% |
| Admin fee / account holder | $120 | $5,219-97.7% | $6,735-98.2% | $5,651-97.9% |