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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 | $101,695 | $106,008-4.1% | $92,240+10.3% | $147,586-31.1% |
| Participation rate | 57.1% | 80.4%-23.3pp | 76.5%-19.3pp | 82.8%-25.7pp |
| Annual return | 13.46% | 50.05%-36.6pp | 176.29%-162.8pp | 578.59%-565.1pp |
| Employer contribution / active EE | $75 | $4,333-98.3% | $3,680-98.0% | $4,876-98.5% |
| Participant deferral / active EE | $746 | $4,478-83.3% | $3,897-80.8% | $5,439-86.3% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |