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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 | $6,375 | $102,595-93.8% | $94,057-93.2% | $154,746-95.9% |
| Participation rate | 18.8% | 76.0%-57.2pp | 73.3%-54.6pp | 80.7%-62.0pp |
| Annual return | 20.89% | 583.42%-562.5pp | 480.62%-459.7pp | 172.34%-151.4pp |
| Employer contribution / active EE | $164 | $3,147-94.8% | $2,933-94.4% | $4,379-96.3% |
| Participant deferral / active EE | $164 | $5,118-96.8% | $4,709-96.5% | $6,730-97.6% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |