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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 | $6,098 | $82,288-92.6% | $68,794-91.1% | $134,509-95.5% |
| Participation rate | 9.5% | 75.1%-65.5pp | 69.0%-59.5pp | 81.2%-71.7pp |
| Annual return | -11.54% | -2.19%-9.4pp | -6.37%-5.2pp | 418.13%-429.7pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $131 | $4,738-97.2% | $3,941-96.7% | $6,400-98.0% |
| Admin fee / account holder | $19 | $6,482-99.7% | $4,934-99.6% | $11,427-99.8% |