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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 | $21,804 | $138,076-84.2% | $123,553-82.4% | $135,380-83.9% |
| Participation rate | 65.0% | 84.7%-19.7pp | 82.3%-17.3pp | 82.6%-17.6pp |
| Annual return | -6.34% | 153.70%-160.0pp | 119.21%-125.5pp | 519.81%-526.1pp |
| Employer contribution / active EE | $261 | $5,152-94.9% | $4,628-94.4% | $4,779-94.5% |
| Participant deferral / active EE | $1,324 | $6,800-80.5% | $6,426-79.4% | $5,609-76.4% |
| Admin fee / account holder | $275 | $10,917-97.5% | $9,284-97.0% | $10,828-97.5% |