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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 | $34,781 | $154,228-77.4% | $145,433-76.1% | $137,256-74.7% |
| Participation rate | 20.0% | 83.8%-63.8pp | 82.1%-62.1pp | 80.0%-60.0pp |
| Annual return | 16.53% | 74.59%-58.1pp | 66.58%-50.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $186 | $4,804-96.1% | $4,554-95.9% | $4,156-95.5% |
| Participant deferral / active EE | $638 | $8,216-92.2% | $7,897-91.9% | $6,407-90.0% |
| Admin fee / account holder | $270 | $14,344-98.1% | $13,129-97.9% | $12,270-97.8% |