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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 | $8,167 | $169,161-95.2% | $129,295-93.7% | $145,959-94.4% |
| Participation rate | 6.3% | 76.5%-70.2pp | 69.6%-63.4pp | 80.3%-74.0pp |
| Annual return | 13.71% | 14348.07%-14334.4pp | 9429.28%-9415.6pp | 561.95%-548.2pp |
| Employer contribution / active EE | $0 | $5,543-100.0% | $4,157-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $4,989-100.0% | $4,169-100.0% | $6,689-100.0% |
| Admin fee / account holder | $41 | $9,878-99.6% | $7,665-99.5% | $13,398-99.7% |