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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 | $36,677 | $129,737-71.7% | $119,126-69.2% | $154,746-76.3% |
| Participation rate | 23.8% | 78.9%-55.0pp | 75.8%-52.0pp | 80.7%-56.9pp |
| Annual return | 19.08% | 379.08%-360.0pp | 282.11%-263.0pp | 172.34%-153.3pp |
| Employer contribution / active EE | $455 | $4,375-89.6% | $4,034-88.7% | $4,379-89.6% |
| Participant deferral / active EE | $1,561 | $5,842-73.3% | $5,318-70.6% | $6,730-76.8% |
| Admin fee / account holder | $33 | $11,961-99.7% | $10,693-99.7% | $14,365-99.8% |