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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 | $26,249 | $40,174-34.7% | $84,021-68.8% | $67,579-61.2% |
| Participation rate | 15.2% | 62.7%-47.4pp | 69.0%-53.8pp | 71.3%-56.0pp |
| Annual return | 149.67% | 25.82%+123.9pp | 71.32%+78.4pp | 378.56%-228.9pp |
| Employer contribution / active EE | $82 | $808-89.8% | $1,984-95.9% | $2,148-96.2% |
| Participant deferral / active EE | $94 | $2,301-95.9% | $3,239-97.1% | $3,539-97.4% |
| Admin fee / account holder | $122 | $128-4.6% | $6,102-98.0% | $142-14.0% |