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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 | $43,028 | $93,124-53.8% | $77,100-44.2% | $134,545-68.0% |
| Participation rate | 40.0% | 74.5%-34.5pp | 67.9%-27.9pp | 81.2%-41.2pp |
| Annual return | -15.31% | 62.68%-78.0pp | 42.35%-57.7pp | 418.37%-433.7pp |
| Employer contribution / active EE | $241 | $3,421-93.0% | $2,815-91.5% | $4,742-94.9% |
| Participant deferral / active EE | $264 | $5,242-95.0% | $4,430-94.0% | $6,401-95.9% |
| Admin fee / account holder | $233 | $6,970-96.7% | $5,443-95.7% | $11,431-98.0% |