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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 | $22,198 | $93,023-76.1% | $77,027-71.2% | $134,493-83.5% |
| Participation rate | 40.0% | 74.5%-34.5pp | 67.9%-27.9pp | 81.2%-41.2pp |
| Annual return | -16.71% | 62.61%-79.3pp | 42.32%-59.0pp | 418.01%-434.7pp |
| Employer contribution / active EE | $166 | $3,418-95.1% | $2,813-94.1% | $4,740-96.5% |
| Participant deferral / active EE | $678 | $5,238-87.1% | $4,427-84.7% | $6,400-89.4% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,425-100.0% |