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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 | $24,369 | $183,539-86.7% | $155,556-84.3% | $145,897-83.3% |
| Participation rate | 22.7% | 82.7%-60.0pp | 78.2%-55.5pp | 80.3%-57.6pp |
| Annual return | 12.11% | 61.31%-49.2pp | 64.84%-52.7pp | 552.29%-540.2pp |
| Employer contribution / active EE | $188 | $5,315-96.5% | $4,675-96.0% | $4,663-96.0% |
| Participant deferral / active EE | $211 | $6,467-96.7% | $5,631-96.3% | $6,689-96.8% |
| Admin fee / account holder | $140 | $19,275-99.3% | $15,885-99.1% | $13,390-99.0% |