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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 | $13,815 | $57,305-75.9% | $86,640-84.1% | $75,173-81.6% |
| Participation rate | 8.0% | 63.2%-55.2pp | 71.7%-63.7pp | 67.2%-59.2pp |
| Annual return | 0.00% | 2674.24%-2674.2pp | 592.52%-592.5pp | 160.72%-160.7pp |
| Employer contribution / active EE | $155 | $2,316-93.3% | $3,024-94.9% | $2,671-94.2% |
| Participant deferral / active EE | $838 | $3,320-74.8% | $4,438-81.1% | $4,126-79.7% |
| Admin fee / account holder | $16 | $4,116-99.6% | $5,616-99.7% | $5,651-99.7% |