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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 | $14,301 | $27,936-48.8% | $58,561-75.6% | $75,173-81.0% |
| Participation rate | 7.3% | 38.8%-31.5pp | 50.9%-43.6pp | 67.2%-59.9pp |
| Annual return | 3450.62% | 44.21%+3406.4pp | 4251.33%-800.7pp | 160.72%+3289.9pp |
| Employer contribution / active EE | $71 | $670-89.4% | $1,053-93.3% | $2,671-97.3% |
| Participant deferral / active EE | $142 | $1,202-88.2% | $1,923-92.6% | $4,126-96.6% |
| Admin fee / account holder | $184 | $1,727-89.4% | $2,520-92.7% | $5,651-96.7% |