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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 | $25,196 | $28,167-10.5% | $73,658-65.8% | $64,728-61.1% |
| Participation rate | 2.5% | 21.1%-18.5pp | 57.0%-54.5pp | 57.9%-55.4pp |
| Annual return | 20.28% | 139.75%-119.5pp | 29.72%-9.4pp | 49.38%-29.1pp |
| Employer contribution / active EE | $0 | $373-100.0% | $1,032-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $135 | $597-77.4% | $2,062-93.5% | $2,729-95.1% |
| Admin fee / account holder | $39 | $1,791-97.8% | $3,357-98.8% | $1,145-96.6% |