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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 | $19,707 | $134,001-85.3% | $112,258-82.4% | $134,509-85.3% |
| Participation rate | 29.2% | 78.6%-49.4pp | 75.1%-45.9pp | 81.2%-52.1pp |
| Annual return | -13.73% | 47.15%-60.9pp | 27.47%-41.2pp | 418.13%-431.9pp |
| Employer contribution / active EE | $43 | $4,039-98.9% | $3,636-98.8% | $4,741-99.1% |
| Participant deferral / active EE | $134 | $5,291-97.5% | $4,728-97.2% | $6,400-97.9% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |