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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 | $2,150 | $76,519-97.2% | $56,025-96.2% | $145,897-98.5% |
| Participation rate | 63.2% | 63.2%-0.1pp | 52.5%+10.6pp | 80.3%-17.1pp |
| Annual return | 12.64% | 3017.03%-3004.4pp | 1712.69%-1700.0pp | 552.29%-539.7pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $36 | $2,624-98.6% | $1,955-98.2% | $6,689-99.5% |
| Admin fee / account holder | $13 | $3,331-99.6% | $2,828-99.5% | $13,390-99.9% |