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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 | $96,615 | $101,618-4.9% | $93,063+3.8% | $137,256-29.6% |
| Participation rate | 10.0% | 74.9%-64.9pp | 72.1%-62.1pp | 80.0%-70.0pp |
| Annual return | 15.03% | 223.95%-208.9pp | 34.15%-19.1pp | 220.34%-205.3pp |
| Employer contribution / active EE | $120 | $2,707-95.6% | $2,476-95.2% | $4,156-97.1% |
| Participant deferral / active EE | $260 | $4,279-93.9% | $3,958-93.4% | $6,407-95.9% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |