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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 | $150,905 | $106,918+41.1% | $84,021+79.6% | $152,897-1.3% |
| Participation rate | 6.7% | 75.2%-68.6pp | 69.0%-62.4pp | 82.5%-75.8pp |
| Annual return | 23.92% | 105.01%-81.1pp | 71.32%-47.4pp | 345.43%-321.5pp |
| Employer contribution / active EE | $384 | $2,735-86.0% | $1,984-80.6% | $4,764-91.9% |
| Participant deferral / active EE | $480 | $4,012-88.0% | $3,239-85.2% | $5,851-91.8% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |