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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 | $57,674 | $138,102-58.2% | $125,381-54.0% | $134,532-57.1% |
| Participation rate | 25.0% | 84.5%-59.5pp | 82.4%-57.4pp | 81.2%-56.2pp |
| Annual return | -12.00% | 750.73%-762.7pp | 572.31%-584.3pp | 418.27%-430.3pp |
| Employer contribution / active EE | $912 | $5,245-82.6% | $4,815-81.1% | $4,741-80.8% |
| Participant deferral / active EE | $1,140 | $7,801-85.4% | $7,448-84.7% | $6,401-82.2% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |