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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 | $96,302 | $174,379-44.8% | $152,093-36.7% | $138,895-30.7% |
| Participation rate | 25.0% | 81.6%-56.6pp | 77.8%-52.8pp | 79.9%-54.9pp |
| Annual return | 545.64% | 74.86%+470.8pp | 66.36%+479.3pp | 145.39%+400.2pp |
| Employer contribution / active EE | $556 | $4,652-88.1% | $4,175-86.7% | $4,194-86.8% |
| Participant deferral / active EE | $1,439 | $6,159-76.6% | $5,451-73.6% | $6,396-77.5% |
| Admin fee / account holder | $18 | $16,880-99.9% | $14,497-99.9% | $12,562-99.9% |