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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 | $79,146 | $129,737-39.0% | $119,126-33.6% | $154,746-48.9% |
| Participation rate | 0.0% | 78.9%-78.9pp | 75.8%-75.8pp | 80.7%-80.7pp |
| Annual return | 11.44% | 379.08%-367.6pp | 282.11%-270.7pp | 172.34%-160.9pp |
| Employer contribution / active EE | $1,081 | $4,375-75.3% | $4,034-73.2% | $4,379-75.3% |
| Participant deferral / active EE | $1,623 | $5,842-72.2% | $5,318-69.5% | $6,730-75.9% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |