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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 | $27,708 | $32,037-13.5% | $69,182-59.9% | $62,881-55.9% |
| Participation rate | 1.5% | 43.4%-41.9pp | 55.1%-53.6pp | 69.3%-67.8pp |
| Annual return | 30.86% | 15.16%+15.7pp | -21.93%+52.8pp | 20.14%+10.7pp |
| Employer contribution / active EE | $33 | $679-95.1% | $1,206-97.2% | $2,281-98.5% |
| Participant deferral / active EE | $78 | $1,185-93.4% | $1,897-95.9% | $3,203-97.6% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |