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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 | $35,723 | $29,525+21.0% | $56,033-36.2% | $77,736-54.0% |
| Participation rate | 5.5% | 32.7%-27.2pp | 52.5%-47.0pp | 70.6%-65.1pp |
| Annual return | 16.87% | 18.90%-2.0pp | 1711.38%-1694.5pp | 31.26%-14.4pp |
| Employer contribution / active EE | $46 | $569-91.9% | $1,041-95.6% | $2,728-98.3% |
| Participant deferral / active EE | $191 | $1,062-82.0% | $1,954-90.2% | $4,651-95.9% |
| Admin fee / account holder | $261 | $1,040-74.9% | $2,827-90.8% | $433-39.7% |