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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 | $95,901 | $138,078-30.5% | $125,363-23.5% | $134,509-28.7% |
| Participation rate | 22.2% | 84.5%-62.3pp | 82.4%-60.2pp | 81.2%-59.0pp |
| Annual return | -6.12% | 750.49%-756.6pp | 572.15%-578.3pp | 418.13%-424.3pp |
| Employer contribution / active EE | $57 | $5,245-98.9% | $4,815-98.8% | $4,741-98.8% |
| Participant deferral / active EE | $1,315 | $7,800-83.1% | $7,447-82.3% | $6,400-79.5% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |