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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 | $38,426 | $77,976-50.7% | $81,367-52.8% | $125,389-69.4% |
| Participation rate | 0.0% | 83.3%-83.3pp | 82.3%-82.3pp | 83.2%-83.2pp |
| Annual return | 0.51% | -2.85%+3.4pp | -0.92%+1.4pp | 282.24%-281.7pp |
| Employer contribution / active EE | $79 | $4,366-98.2% | $3,930-98.0% | $4,866-98.4% |
| Participant deferral / active EE | $315 | $5,646-94.4% | $5,383-94.2% | $5,352-94.1% |
| Admin fee / account holder | $0 | $12,476-100.0% | $8,926-100.0% | $9,541-100.0% |