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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 | $95,343 | $61,815+54.2% | $97,295-2.0% | $80,959+17.8% |
| Participation rate | 18.2% | 63.5%-45.3pp | 72.7%-54.5pp | 67.7%-49.5pp |
| Annual return | 90.25% | -558.73%+649.0pp | 75.62%+14.6pp | 35.67%+54.6pp |
| Employer contribution / active EE | $320 | $1,836-82.6% | $2,723-88.2% | $2,757-88.4% |
| Participant deferral / active EE | $717 | $3,027-76.3% | $4,264-83.2% | $4,300-83.3% |
| Admin fee / account holder | $131 | $5,166-97.5% | $5,646-97.7% | $6,925-98.1% |