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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 | $37,427 | $110,337-66.1% | $102,383-63.4% | $145,877-74.3% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 22.95% | 24.83%-1.9pp | 24.94%-2.0pp | 551.28%-528.3pp |
| Employer contribution / active EE | $483 | $4,216-88.5% | $3,870-87.5% | $4,663-89.6% |
| Participant deferral / active EE | $958 | $5,621-82.9% | $5,060-81.1% | $6,691-85.7% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |