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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 | $32,738 | $180,459-81.9% | $154,108-78.8% | $135,380-75.8% |
| Participation rate | 47.6% | 87.4%-39.8pp | 83.0%-35.4pp | 82.6%-35.0pp |
| Annual return | -7.95% | 888.21%-896.2pp | 735.21%-743.2pp | 519.81%-527.8pp |
| Employer contribution / active EE | $575 | $6,035-90.5% | $5,298-89.2% | $4,779-88.0% |
| Participant deferral / active EE | $716 | $5,806-87.7% | $5,081-85.9% | $5,609-87.2% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |