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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 | $20,001 | $142,409-86.0% | $119,634-83.3% | $134,545-85.1% |
| Participation rate | 27.3% | 82.8%-55.6pp | 79.3%-52.0pp | 81.2%-54.0pp |
| Annual return | -15.80% | -12.46%-3.3pp | -14.98%-0.8pp | 418.37%-434.2pp |
| Employer contribution / active EE | $437 | $5,224-91.6% | $4,232-89.7% | $4,742-90.8% |
| Participant deferral / active EE | $678 | $6,468-89.5% | $5,601-87.9% | $6,401-89.4% |
| Admin fee / account holder | $234 | $13,594-98.3% | $10,329-97.7% | $11,431-97.9% |