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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,046 | $54,370+100.6% | $82,763+31.8% | $68,490+59.2% |
| Participation rate | 20.0% | 63.9%-43.9pp | 72.6%-52.6pp | 67.9%-47.9pp |
| Annual return | -15.87% | -13.67%-2.2pp | 702.45%-718.3pp | -7.85%-8.0pp |
| Employer contribution / active EE | $578 | $2,219-74.0% | $3,008-80.8% | $2,597-77.7% |
| Participant deferral / active EE | $722 | $3,247-77.8% | $4,395-83.6% | $4,028-82.1% |
| Admin fee / account holder | $0 | $4,398-100.0% | $5,325-100.0% | $5,403-100.0% |