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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 | $42,513 | $135,645-68.7% | $110,243-61.4% | $135,379-68.6% |
| Participation rate | 30.8% | 83.5%-52.7pp | 79.8%-49.1pp | 82.6%-51.9pp |
| Annual return | -4.65% | 513.24%-517.9pp | 314.76%-319.4pp | 519.79%-524.4pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $608 | $5,507-89.0% | $4,672-87.0% | $5,609-89.2% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |