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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 | $52,691 | $185,312-71.6% | $161,489-67.4% | $154,746-66.0% |
| Participation rate | 12.5% | 82.5%-70.0pp | 78.7%-66.2pp | 80.7%-68.2pp |
| Annual return | 22.69% | 103.84%-81.2pp | 89.72%-67.0pp | 172.34%-149.6pp |
| Employer contribution / active EE | $340 | $4,769-92.9% | $4,268-92.0% | $4,379-92.2% |
| Participant deferral / active EE | $1,526 | $6,350-76.0% | $5,630-72.9% | $6,730-77.3% |
| Admin fee / account holder | $20 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |