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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 | $52,552 | $176,077-70.2% | $159,455-67.0% | $167,518-68.6% |
| Participation rate | 18.2% | 84.9%-66.8pp | 82.8%-64.6pp | 82.1%-63.9pp |
| Annual return | 18.71% | 331.83%-313.1pp | 263.63%-244.9pp | 478.71%-460.0pp |
| Employer contribution / active EE | $581 | $5,298-89.0% | $4,830-88.0% | $4,838-88.0% |
| Participant deferral / active EE | $727 | $7,751-90.6% | $7,353-90.1% | $6,342-88.5% |
| Admin fee / account holder | $78 | $12,556-99.4% | $10,800-99.3% | $12,312-99.4% |