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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 | $38,695 | $39,798-2.8% | $67,704-42.8% | $59,633-35.1% |
| Participation rate | 14.1% | 57.4%-43.3pp | 67.5%-53.5pp | 68.7%-54.6pp |
| Annual return | -1.85% | 89.94%-91.8pp | 25.41%-27.3pp | 2041.40%-2043.3pp |
| Employer contribution / active EE | $204 | $1,393-85.4% | $2,559-92.0% | $2,203-90.8% |
| Participant deferral / active EE | $393 | $2,335-83.2% | $3,585-89.0% | $3,192-87.7% |
| Admin fee / account holder | $37 | $3,212-98.9% | $4,255-99.1% | $4,297-99.1% |