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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 | $20,759 | $114,119-81.8% | $107,187-80.6% | $138,895-85.1% |
| Participation rate | 69.2% | 78.1%-8.8pp | 75.0%-5.8pp | 79.9%-10.7pp |
| Annual return | 16.38% | 273.21%-256.8pp | 204.55%-188.2pp | 145.39%-129.0pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,125 | $5,538-79.7% | $5,096-77.9% | $6,396-82.4% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |