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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 | $28,298 | $154,228-81.7% | $145,433-80.5% | $137,256-79.4% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 13.97% | 74.59%-60.6pp | 66.58%-52.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $780 | $4,804-83.8% | $4,554-82.9% | $4,156-81.2% |
| Participant deferral / active EE | $1,728 | $8,216-79.0% | $7,897-78.1% | $6,407-73.0% |
| Admin fee / account holder | $47 | $14,344-99.7% | $13,129-99.6% | $12,270-99.6% |