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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 | $67,617 | $227,399-70.3% | $189,758-64.4% | $198,609-66.0% |
| Participation rate | 60.0% | 84.0%-24.0pp | 79.8%-19.8pp | 82.4%-22.4pp |
| Annual return | 17.89% | 61.03%-43.1pp | 52.62%-34.7pp | 202.70%-184.8pp |
| Employer contribution / active EE | $1,078 | $5,526-80.5% | $4,767-77.4% | $5,055-78.7% |
| Participant deferral / active EE | $1,998 | $6,837-70.8% | $5,856-65.9% | $6,977-71.4% |
| Admin fee / account holder | $144 | $25,162-99.4% | $20,388-99.3% | $19,030-99.2% |