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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 | $8,690 | $107,809-91.9% | $97,032-91.0% | $155,188-94.4% |
| Participation rate | 30.0% | 75.5%-45.5pp | 71.6%-41.6pp | 80.8%-50.8pp |
| Annual return | 21.01% | 38.06%-17.1pp | 35.38%-14.4pp | 148.84%-127.8pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $513 | $5,129-90.0% | $4,672-89.0% | $6,531-92.2% |
| Admin fee / account holder | $169 | $10,717-98.4% | $9,418-98.2% | $14,480-98.8% |