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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 | $28,411 | $67,396-57.8% | $60,919-53.4% | $134,545-78.9% |
| Participation rate | 11.8% | 76.2%-64.4pp | 73.1%-61.3pp | 81.2%-69.5pp |
| Annual return | -11.85% | 50.12%-62.0pp | 16.96%-28.8pp | 418.37%-430.2pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $14 | $4,534-99.7% | $3,814-99.6% | $6,401-99.8% |
| Admin fee / account holder | $281 | $4,590-93.9% | $3,228-91.3% | $11,431-97.5% |