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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 | $12,377 | $34,316-63.9% | $74,722-83.4% | $72,975-83.0% |
| Participation rate | 7.9% | 42.4%-34.5pp | 54.5%-46.6pp | 69.5%-61.6pp |
| Annual return | 23.90% | 26.58%-2.7pp | 753.11%-729.2pp | 81.01%-57.1pp |
| Employer contribution / active EE | $96 | $692-86.2% | $1,084-91.2% | $2,440-96.1% |
| Participant deferral / active EE | $189 | $1,272-85.1% | $1,963-90.4% | $3,608-94.8% |
| Admin fee / account holder | $140 | $2,125-93.4% | $3,335-95.8% | $5,124-97.3% |