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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 | $74,002 | $150,445-50.8% | $136,297-45.7% | $147,585-49.9% |
| Participation rate | 26.3% | 84.4%-58.1pp | 81.9%-55.6pp | 82.8%-56.5pp |
| Annual return | 20.52% | 1049.14%-1028.6pp | 5156.16%-5135.6pp | 578.57%-558.1pp |
| Employer contribution / active EE | $482 | $5,256-90.8% | $4,696-89.7% | $4,876-90.1% |
| Participant deferral / active EE | $963 | $6,631-85.5% | $6,247-84.6% | $5,439-82.3% |
| Admin fee / account holder | $146 | $10,906-98.7% | $9,244-98.4% | $10,885-98.7% |