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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 | $10,504 | $103,164-89.8% | $90,259-88.4% | $154,746-93.2% |
| Participation rate | 0.0% | 76.1%-76.1pp | 70.7%-70.7pp | 80.7%-80.7pp |
| Annual return | 23.97% | 19.25%+4.7pp | 18.88%+5.1pp | 172.34%-148.4pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $400 | $4,422-91.0% | $3,827-89.5% | $6,730-94.1% |
| Admin fee / account holder | $138 | $8,593-98.4% | $7,267-98.1% | $14,365-99.0% |