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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 | $27,690 | $155,555-82.2% | $146,866-81.1% | $155,188-82.2% |
| Participation rate | 47.6% | 84.0%-36.3pp | 82.5%-34.9pp | 80.8%-33.2pp |
| Annual return | 17.27% | 115.41%-98.1pp | 102.85%-85.6pp | 148.84%-131.6pp |
| Employer contribution / active EE | $675 | $4,647-85.5% | $4,425-84.7% | $4,248-84.1% |
| Participant deferral / active EE | $1,443 | $8,044-82.1% | $7,759-81.4% | $6,531-77.9% |
| Admin fee / account holder | $27 | $14,755-99.8% | $13,620-99.8% | $14,480-99.8% |