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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 | $22,020 | $52,722-58.2% | $90,461-75.7% | $73,412-70.0% |
| Participation rate | 8.1% | 67.7%-59.6pp | 72.7%-64.6pp | 72.2%-64.0pp |
| Annual return | 0.00% | 20.70%-20.7pp | 1294.76%-1294.8pp | 59.30%-59.3pp |
| Employer contribution / active EE | $0 | $1,872-100.0% | $3,264-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $4 | $2,810-99.9% | $3,964-99.9% | $3,806-99.9% |
| Admin fee / account holder | $0 | $117-100.0% | $5,617-100.0% | $158-100.0% |