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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 | $32,685 | $131,835-75.2% | $108,582-69.9% | $273,972-88.1% |
| Participation rate | 61.5% | 83.5%-21.9pp | 79.6%-18.0pp | 83.0%-21.5pp |
| Annual return | 8.05% | -91.57%+99.6pp | -51.70%+59.8pp | 41.46%-33.4pp |
| Employer contribution / active EE | $533 | $4,913-89.2% | $3,758-85.8% | $4,869-89.1% |
| Participant deferral / active EE | $624 | $5,127-87.8% | $4,311-85.5% | $5,287-88.2% |
| Admin fee / account holder | $14 | $10,253-99.9% | $7,645-99.8% | $10,133-99.9% |