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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 | $95,700 | $198,457-51.8% | $170,435-43.8% | $147,586-35.2% |
| Participation rate | 61.9% | 88.0%-26.1pp | 83.6%-21.7pp | 82.8%-20.9pp |
| Annual return | 15.72% | 257.30%-241.6pp | 205.94%-190.2pp | 578.59%-562.9pp |
| Employer contribution / active EE | $901 | $6,183-85.4% | $5,432-83.4% | $4,876-81.5% |
| Participant deferral / active EE | $1,797 | $5,629-68.1% | $4,939-63.6% | $5,439-67.0% |
| Admin fee / account holder | $39 | $16,852-99.8% | $13,881-99.7% | $10,886-99.6% |