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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 | $92,212 | $67,823+36.0% | $52,425+75.9% | $137,256-32.8% |
| Participation rate | 14.3% | 63.9%-49.6pp | 55.6%-41.3pp | 80.0%-65.7pp |
| Annual return | 11.44% | 219.11%-207.7pp | 302.12%-290.7pp | 220.34%-208.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $2,288-100.0% | $1,790-100.0% | $6,407-100.0% |
| Admin fee / account holder | $50 | $2,844-98.2% | $2,495-98.0% | $12,270-99.6% |