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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 | $27,888 | $48,337-42.3% | $67,560-58.7% | $80,959-65.6% |
| Participation rate | 11.7% | 66.4%-54.7pp | 72.9%-61.2pp | 67.7%-56.0pp |
| Annual return | 99.65% | 18.26%+81.4pp | 3533.50%-3433.9pp | 35.67%+64.0pp |
| Employer contribution / active EE | $267 | $2,023-86.8% | $2,737-90.3% | $2,757-90.3% |
| Participant deferral / active EE | $588 | $2,928-79.9% | $4,004-85.3% | $4,300-86.3% |
| Admin fee / account holder | $297 | $3,695-92.0% | $3,994-92.6% | $6,925-95.7% |