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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 | $71,442 | $124,175-42.5% | $108,405-34.1% | $167,536-57.4% |
| Participation rate | 40.0% | 82.3%-42.3pp | 80.1%-40.1pp | 82.1%-42.1pp |
| Annual return | 23.14% | 1380.13%-1357.0pp | 905.55%-882.4pp | 478.82%-455.7pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,140 | $6,908-83.5% | $6,563-82.6% | $6,342-82.0% |
| Admin fee / account holder | $264 | $9,457-97.2% | $7,297-96.4% | $12,315-97.9% |