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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 | $34,510 | $99,994-65.5% | $146,643-76.5% | $85,847-59.8% |
| Participation rate | 29.0% | 73.1%-44.0pp | 80.1%-51.0pp | 69.3%-40.3pp |
| Annual return | 15.55% | 18.93%-3.4pp | 22.75%-7.2pp | 318.61%-303.1pp |
| Employer contribution / active EE | $480 | $2,559-81.2% | $4,137-88.4% | $2,565-81.3% |
| Participant deferral / active EE | $1,286 | $4,006-67.9% | $5,506-76.6% | $3,952-67.5% |
| Admin fee / account holder | $42 | $7,703-99.5% | $10,280-99.6% | $6,261-99.3% |