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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 | $30,476 | $65,961-53.8% | $180,320-83.1% | $94,015-67.6% |
| Participation rate | 2.5% | 61.3%-58.8pp | 71.5%-69.0pp | 70.8%-68.3pp |
| Annual return | 16.84% | 14.27%+2.6pp | 778.54%-761.7pp | 17.84%-1.0pp |
| Employer contribution / active EE | $0 | $1,737-100.0% | $4,108-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $3,003-100.0% | $4,304-100.0% | $4,249-100.0% |
| Admin fee / account holder | $228 | $4,901-95.3% | $10,000-97.7% | $8,951-97.5% |