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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 | $43,787 | $102,382-57.2% | $147,005-70.2% | $80,874-45.9% |
| Participation rate | 18.4% | 75.8%-57.4pp | 82.2%-63.7pp | 67.6%-49.2pp |
| Annual return | 16.18% | 134.89%-118.7pp | 418.76%-402.6pp | 35.62%-19.4pp |
| Employer contribution / active EE | $786 | $3,715-78.8% | $4,934-84.1% | $2,756-71.5% |
| Participant deferral / active EE | $2,338 | $6,646-64.8% | $8,070-71.0% | $4,297-45.6% |
| Admin fee / account holder | $290 | $7,942-96.3% | $13,006-97.8% | $6,935-95.8% |