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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 | $25,517 | $61,755-58.7% | $97,161-73.7% | $80,911-68.5% |
| Participation rate | 11.5% | 63.5%-51.9pp | 72.7%-61.2pp | 67.6%-56.1pp |
| Annual return | 10.62% | -557.90%+568.5pp | 75.36%-64.7pp | 35.63%-25.0pp |
| Employer contribution / active EE | $91 | $1,835-95.0% | $2,723-96.7% | $2,756-96.7% |
| Participant deferral / active EE | $777 | $3,026-74.3% | $4,265-81.8% | $4,297-81.9% |
| Admin fee / account holder | $208 | $5,166-96.0% | $5,647-96.3% | $6,935-97.0% |