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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 | $32,026 | $138,102-76.8% | $125,381-74.5% | $134,532-76.2% |
| Participation rate | 53.3% | 84.5%-31.2pp | 82.4%-29.0pp | 81.2%-27.9pp |
| Annual return | -11.84% | 750.73%-762.6pp | 572.31%-584.2pp | 418.27%-430.1pp |
| Employer contribution / active EE | $1,190 | $5,245-77.3% | $4,815-75.3% | $4,741-74.9% |
| Participant deferral / active EE | $1,561 | $7,801-80.0% | $7,448-79.0% | $6,401-75.6% |
| Admin fee / account holder | $194 | $11,568-98.3% | $10,007-98.1% | $11,429-98.3% |