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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 | $17,329 | $97,125-82.2% | $86,233-79.9% | $137,256-87.4% |
| Participation rate | 12.5% | 74.2%-61.7pp | 69.0%-56.5pp | 80.0%-67.5pp |
| Annual return | 18.31% | 74.19%-55.9pp | 61.39%-43.1pp | 220.34%-202.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $543 | $5,180-89.5% | $4,559-88.1% | $6,407-91.5% |
| Admin fee / account holder | $125 | $9,725-98.7% | $8,342-98.5% | $12,270-99.0% |