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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 | $23,978 | $103,000-76.7% | $90,300-73.4% | $152,885-84.3% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 24.88% | 95.19%-70.3pp | 78.11%-53.2pp | 345.39%-320.5pp |
| Employer contribution / active EE | $656 | $3,138-79.1% | $2,854-77.0% | $4,763-86.2% |
| Participant deferral / active EE | $750 | $4,281-82.5% | $3,884-80.7% | $5,851-87.2% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |