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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 | $47,738 | $135,645-64.8% | $110,243-56.7% | $135,379-64.7% |
| Participation rate | 39.1% | 83.5%-44.3pp | 79.8%-40.7pp | 82.6%-43.5pp |
| Annual return | 0.00% | 513.24%-513.2pp | 314.76%-314.8pp | 519.79%-519.8pp |
| Employer contribution / active EE | $35 | $4,907-99.3% | $3,827-99.1% | $4,779-99.3% |
| Participant deferral / active EE | $70 | $5,507-98.7% | $4,672-98.5% | $5,609-98.8% |
| Admin fee / account holder | $2 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |