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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 | $47,874 | $160,059-70.1% | $140,019-65.8% | $135,380-64.6% |
| Participation rate | 25.0% | 88.5%-63.5pp | 87.5%-62.5pp | 82.6%-57.6pp |
| Annual return | -4.68% | 911.48%-916.2pp | 651.17%-655.9pp | 519.81%-524.5pp |
| Employer contribution / active EE | $346 | $6,420-94.6% | $5,605-93.8% | $4,779-92.8% |
| Participant deferral / active EE | $519 | $7,641-93.2% | $6,927-92.5% | $5,609-90.8% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |