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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 | $4,405 | $88,778-95.0% | $81,844-94.6% | $145,884-97.0% |
| Participation rate | 4.5% | 75.1%-70.5pp | 72.4%-67.8pp | 80.3%-75.8pp |
| Annual return | 14.92% | 1033.03%-1018.1pp | 778.87%-764.0pp | 551.85%-536.9pp |
| Employer contribution / active EE | $45 | $3,087-98.5% | $2,916-98.5% | $4,662-99.0% |
| Participant deferral / active EE | $63 | $4,648-98.6% | $4,323-98.5% | $6,690-99.1% |
| Admin fee / account holder | $13 | $8,430-99.8% | $7,355-99.8% | $13,392-99.9% |