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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 | $51,828 | $202,345-74.4% | $172,755-70.0% | $152,885-66.1% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 23.51% | 1029.77%-1006.3pp | 802.94%-779.4pp | 345.39%-321.9pp |
| Employer contribution / active EE | $337 | $5,858-94.3% | $5,144-93.5% | $4,763-92.9% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $49 | $17,111-99.7% | $13,955-99.6% | $11,598-99.6% |