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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 | $140,702 | $159,934-12.0% | $147,005-4.3% | $145,959-3.6% |
| Participation rate | 65.0% | 84.0%-19.0pp | 82.2%-17.2pp | 80.3%-15.3pp |
| Annual return | 21.96% | 98.24%-76.3pp | 418.76%-396.8pp | 561.95%-540.0pp |
| Employer contribution / active EE | $1,019 | $5,287-80.7% | $4,934-79.3% | $4,661-78.1% |
| Participant deferral / active EE | $1,353 | $8,427-83.9% | $8,070-83.2% | $6,689-79.8% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |