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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 | $30,989 | $70,684-56.2% | $169,390-81.7% | $75,173-58.8% |
| Participation rate | 2.6% | 64.8%-62.2pp | 77.2%-74.5pp | 67.2%-64.6pp |
| Annual return | 19.47% | 36.38%-16.9pp | 406.07%-386.6pp | 160.72%-141.3pp |
| Employer contribution / active EE | $48 | $2,211-97.8% | $4,013-98.8% | $2,671-98.2% |
| Participant deferral / active EE | $60 | $4,310-98.6% | $6,222-99.0% | $4,126-98.5% |
| Admin fee / account holder | $0 | $5,404-100.0% | $9,015-100.0% | $5,651-100.0% |