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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 | $176,105-56.3% | $159,474-51.7% | $167,536-54.1% |
| Participation rate | 63.6% | 85.0%-21.3pp | 82.8%-19.2pp | 82.1%-18.5pp |
| Annual return | 10.93% | 331.91%-321.0pp | 263.68%-252.8pp | 478.82%-467.9pp |
| Employer contribution / active EE | $455 | $5,299-91.4% | $4,831-90.6% | $4,839-90.6% |
| Participant deferral / active EE | $1,159 | $7,751-85.0% | $7,353-84.2% | $6,342-81.7% |
| Admin fee / account holder | $2 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |