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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 | $33,065 | $157,304-79.0% | $141,197-76.6% | $152,909-78.4% |
| Participation rate | 12.5% | 84.8%-72.3pp | 82.5%-70.0pp | 82.5%-70.0pp |
| Annual return | 27.13% | 64.34%-37.2pp | 71.41%-44.3pp | 345.46%-318.3pp |
| Employer contribution / active EE | $395 | $5,263-92.5% | $4,736-91.7% | $4,764-91.7% |
| Participant deferral / active EE | $1,204 | $7,111-83.1% | $6,710-82.1% | $5,851-79.4% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |