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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 | $39,406 | $135,956-71.0% | $123,894-68.2% | $273,972-85.6% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 10.53% | 56.63%-46.1pp | 47.52%-37.0pp | 41.46%-30.9pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $448 | $6,343-92.9% | $5,984-92.5% | $5,287-91.5% |
| Admin fee / account holder | $83 | $9,817-99.2% | $8,357-99.0% | $10,133-99.2% |