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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 | $15,399 | $76,407-79.8% | $150,298-89.8% | $82,448-81.3% |
| Participation rate | 45.2% | 66.4%-21.2pp | 77.8%-32.6pp | 68.1%-22.9pp |
| Annual return | 15.77% | 39.99%-24.2pp | 62.79%-47.0pp | 41.64%-25.9pp |
| Employer contribution / active EE | $163 | $2,614-93.8% | $4,154-96.1% | $2,551-93.6% |
| Participant deferral / active EE | $635 | $3,214-80.2% | $5,453-88.4% | $4,139-84.7% |
| Admin fee / account holder | $28 | $6,352-99.6% | $14,116-99.8% | $7,234-99.6% |