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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 | $37,886 | $104,953-63.9% | $84,637-55.2% | $152,909-75.2% |
| Participation rate | 16.7% | 74.8%-58.2pp | 68.2%-51.6pp | 82.5%-65.8pp |
| Annual return | 0.00% | 373.94%-373.9pp | 258.82%-258.8pp | 345.46%-345.5pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $217 | $4,691-95.4% | $3,900-94.4% | $5,851-96.3% |
| Admin fee / account holder | $220 | $6,244-96.5% | $4,914-95.5% | $11,601-98.1% |