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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 | $40,596 | $110,830-63.4% | $86,625-53.1% | $167,553-75.8% |
| Participation rate | 50.0% | 75.8%-25.8pp | 71.6%-21.6pp | 82.1%-32.1pp |
| Annual return | 17.57% | 116.99%-99.4pp | 63.52%-46.0pp | 478.89%-461.3pp |
| Employer contribution / active EE | $0 | $3,245-100.0% | $2,496-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $4,548-100.0% | $3,700-100.0% | $6,343-100.0% |
| Admin fee / account holder | $114 | $8,420-98.7% | $5,830-98.1% | $12,316-99.1% |