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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 | $19,772 | $52,961-62.7% | $172,752-88.6% | $65,185-69.7% |
| Participation rate | 21.6% | 66.2%-44.6pp | 82.6%-61.1pp | 70.2%-48.6pp |
| Annual return | 24.70% | 30.12%-5.4pp | 802.97%-778.3pp | 29.38%-4.7pp |
| Employer contribution / active EE | $204 | $2,190-90.7% | $5,144-96.0% | $2,177-90.6% |
| Participant deferral / active EE | $756 | $2,471-69.4% | $5,198-85.4% | $3,514-78.5% |
| Admin fee / account holder | $249 | $472-47.3% | $13,955-98.2% | $847-70.6% |