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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 | $9,433 | $34,316-72.5% | $74,723-87.4% | $72,976-87.1% |
| Participation rate | 3.9% | 42.4%-38.5pp | 54.5%-50.6pp | 69.5%-65.6pp |
| Annual return | 0.00% | 26.58%-26.6pp | 753.18%-753.2pp | 81.02%-81.0pp |
| Employer contribution / active EE | $105 | $692-84.9% | $1,084-90.3% | $2,440-95.7% |
| Participant deferral / active EE | $246 | $1,272-80.6% | $1,962-87.4% | $3,608-93.2% |
| Admin fee / account holder | $0 | $2,125-100.0% | $3,335-100.0% | $5,124-100.0% |