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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 | $76,250 | $88,672-14.0% | $105,223-27.5% | $82,448-7.5% |
| Participation rate | 18.0% | 67.9%-49.9pp | 75.0%-57.0pp | 68.1%-50.1pp |
| Annual return | 18.15% | 30.86%-12.7pp | 180.65%-162.5pp | 41.64%-23.5pp |
| Employer contribution / active EE | $166 | $3,048-94.5% | $3,689-95.5% | $2,551-93.5% |
| Participant deferral / active EE | $573 | $4,036-85.8% | $5,072-88.7% | $4,139-86.2% |
| Admin fee / account holder | $92 | $7,146-98.7% | $8,859-99.0% | $7,234-98.7% |