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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 | $6,804 | $28,624-76.2% | $53,647-87.3% | $82,637-91.8% |
| Participation rate | 11.8% | 47.3%-35.5pp | 56.3%-44.5pp | 68.1%-56.3pp |
| Annual return | 21.76% | 664.98%-643.2pp | 358.33%-336.6pp | 53.51%-31.7pp |
| Employer contribution / active EE | $94 | $637-85.3% | $962-90.3% | $2,552-96.3% |
| Participant deferral / active EE | $118 | $1,196-90.2% | $1,813-93.5% | $4,126-97.1% |
| Admin fee / account holder | $8 | $2,022-99.6% | $2,460-99.7% | $7,339-99.9% |