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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 | $73,542 | $157,296-53.2% | $141,191-47.9% | $152,897-51.9% |
| Participation rate | 36.4% | 84.8%-48.5pp | 82.5%-46.1pp | 82.5%-46.1pp |
| Annual return | 22.54% | 64.34%-41.8pp | 71.41%-48.9pp | 345.43%-322.9pp |
| Employer contribution / active EE | $583 | $5,262-88.9% | $4,736-87.7% | $4,764-87.8% |
| Participant deferral / active EE | $1,345 | $7,111-81.1% | $6,710-79.9% | $5,851-77.0% |
| Admin fee / account holder | $6 | $12,125-99.9% | $10,264-99.9% | $11,599-99.9% |