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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 | $108,763 | $54,541+99.4% | $78,778+38.1% | $70,126+55.1% |
| Participation rate | 7.0% | 60.8%-53.8pp | 69.2%-62.2pp | 69.5%-62.5pp |
| Annual return | 20.28% | 21.07%-0.8pp | 35.62%-15.3pp | 73.15%-52.9pp |
| Employer contribution / active EE | $74 | $1,089-93.2% | $1,986-96.3% | $2,343-96.9% |
| Participant deferral / active EE | $313 | $2,210-85.8% | $2,958-89.4% | $3,332-90.6% |
| Admin fee / account holder | $0 | $3,709-100.0% | $5,134-100.0% | $4,645-100.0% |