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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 | $29,319 | $76,519-61.7% | $56,025-47.7% | $145,897-79.9% |
| Participation rate | 25.0% | 63.2%-38.2pp | 52.5%-27.5pp | 80.3%-55.3pp |
| Annual return | 13.29% | 3017.03%-3003.7pp | 1712.69%-1699.4pp | 552.29%-539.0pp |
| Employer contribution / active EE | $119 | $1,383-91.4% | $1,042-88.6% | $4,663-97.5% |
| Participant deferral / active EE | $198 | $2,624-92.5% | $1,955-89.9% | $6,689-97.0% |
| Admin fee / account holder | $30 | $3,331-99.1% | $2,828-98.9% | $13,390-99.8% |