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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 | $106,754 | $107,368-0.6% | $92,915+14.9% | $152,909-30.2% |
| Participation rate | 30.0% | 79.8%-49.8pp | 76.0%-46.0pp | 82.5%-52.5pp |
| Annual return | 0.00% | 145.64%-145.6pp | 109.45%-109.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $565 | $4,222-86.6% | $3,653-84.5% | $4,764-88.1% |
| Participant deferral / active EE | $1,025 | $4,848-78.9% | $4,238-75.8% | $5,851-82.5% |
| Admin fee / account holder | $13 | $7,082-99.8% | $5,796-99.8% | $11,601-99.9% |