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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 | $75,184 | $144,130-47.8% | $117,861-36.2% | $147,586-49.1% |
| Participation rate | 33.3% | 83.4%-50.1pp | 79.7%-46.3pp | 82.8%-49.5pp |
| Annual return | 19.82% | 531.20%-511.4pp | 335.11%-315.3pp | 578.59%-558.8pp |
| Employer contribution / active EE | $631 | $4,897-87.1% | $3,786-83.3% | $4,876-87.1% |
| Participant deferral / active EE | $631 | $5,316-88.1% | $4,482-85.9% | $5,439-88.4% |
| Admin fee / account holder | $50 | $10,887-99.5% | $8,021-99.4% | $10,886-99.5% |