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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 | $17,180 | $148,623-88.4% | $135,974-87.4% | $139,466-87.7% |
| Participation rate | 30.0% | 83.9%-53.9pp | 81.9%-51.9pp | 80.3%-50.3pp |
| Annual return | 27.97% | 79.30%-51.3pp | 68.30%-40.3pp | 373.66%-345.7pp |
| Employer contribution / active EE | $968 | $5,246-81.6% | $4,859-80.1% | $4,754-79.6% |
| Participant deferral / active EE | $1,747 | $8,103-78.4% | $7,760-77.5% | $6,712-74.0% |
| Admin fee / account holder | $64 | $12,406-99.5% | $10,767-99.4% | $11,409-99.4% |