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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 | $20,465 | $100,805-79.7% | $86,698-76.4% | $134,532-84.8% |
| Participation rate | 45.5% | 79.0%-33.5pp | 76.6%-31.1pp | 81.2%-35.8pp |
| Annual return | -19.14% | 29.09%-48.2pp | 35.95%-55.1pp | 418.27%-437.4pp |
| Employer contribution / active EE | $206 | $3,490-94.1% | $2,837-92.7% | $4,741-95.7% |
| Participant deferral / active EE | $755 | $5,339-85.9% | $4,656-83.8% | $6,401-88.2% |
| Admin fee / account holder | $24 | $10,925-99.8% | $7,493-99.7% | $11,429-99.8% |