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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 | $145,674 | $165,399-11.9% | $149,745-2.7% | $158,982-8.4% |
| Participation rate | 8.3% | 84.6%-76.2pp | 82.5%-74.1pp | 82.0%-73.6pp |
| Annual return | 22.25% | 348.34%-326.1pp | 276.72%-254.5pp | 302.99%-280.7pp |
| Employer contribution / active EE | $220 | $5,105-95.7% | $4,646-95.3% | $4,763-95.4% |
| Participant deferral / active EE | $1,625 | $7,183-77.4% | $6,843-76.3% | $5,983-72.8% |
| Admin fee / account holder | $20 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |