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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 | $13,512 | $57,305-76.4% | $86,640-84.4% | $75,173-82.0% |
| Participation rate | 15.4% | 63.2%-47.8pp | 71.7%-56.3pp | 67.2%-51.8pp |
| Annual return | 22.43% | 2674.24%-2651.8pp | 592.52%-570.1pp | 160.72%-138.3pp |
| Employer contribution / active EE | $286 | $2,316-87.7% | $3,024-90.5% | $2,671-89.3% |
| Participant deferral / active EE | $772 | $3,320-76.7% | $4,438-82.6% | $4,126-81.3% |
| Admin fee / account holder | $15 | $4,116-99.6% | $5,616-99.7% | $5,651-99.7% |