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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 | $45,020 | $176,105-74.4% | $159,474-71.8% | $167,536-73.1% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 22.07% | 331.91%-309.8pp | 263.68%-241.6pp | 478.82%-456.8pp |
| Employer contribution / active EE | $667 | $5,299-87.4% | $4,831-86.2% | $4,839-86.2% |
| Participant deferral / active EE | $1,817 | $7,751-76.6% | $7,353-75.3% | $6,342-71.4% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |