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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 | $11,954 | $133,981-91.1% | $112,249-89.4% | $134,532-91.1% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -18.50% | 47.16%-65.7pp | 27.48%-46.0pp | 418.27%-436.8pp |
| Employer contribution / active EE | $599 | $4,040-85.2% | $3,636-83.5% | $4,741-87.4% |
| Participant deferral / active EE | $1,164 | $5,292-78.0% | $4,729-75.4% | $6,401-81.8% |
| Admin fee / account holder | $78 | $7,492-99.0% | $6,412-98.8% | $11,429-99.3% |