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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 | $76,975 | $176,077-56.3% | $159,455-51.7% | $167,518-54.0% |
| Participation rate | 63.6% | 84.9%-21.3pp | 82.8%-19.2pp | 82.1%-18.5pp |
| Annual return | 10.93% | 331.83%-320.9pp | 263.63%-252.7pp | 478.71%-467.8pp |
| Employer contribution / active EE | $455 | $5,298-91.4% | $4,830-90.6% | $4,838-90.6% |
| Participant deferral / active EE | $1,159 | $7,751-85.0% | $7,353-84.2% | $6,342-81.7% |
| Admin fee / account holder | $2 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |