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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 | $79,394 | $198,217-59.9% | $73,658+7.8% | - |
| Participation rate | 15.2% | 59.1%-44.0pp | 57.0%-41.9pp | - |
| Annual return | 5.48% | 9.45%-4.0pp | 29.72%-24.2pp | - |
| Employer contribution / active EE | $483 | $1,858-74.0% | $1,032-53.2% | - |
| Participant deferral / active EE | $1,052 | $3,727-71.8% | $2,062-49.0% | - |
| Admin fee / account holder | $0 | $27,022-100.0% | $3,357-100.0% | - |