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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 | $48,289 | $95,188-49.3% | $76,518-36.9% | $135,380-64.3% |
| Participation rate | 16.7% | 74.4%-57.7pp | 68.0%-51.3pp | 82.6%-66.0pp |
| Annual return | -3.23% | 4.85%-8.1pp | -0.27%-3.0pp | 519.81%-523.0pp |
| Employer contribution / active EE | $276 | $3,303-91.7% | $2,647-89.6% | $4,779-94.2% |
| Participant deferral / active EE | $507 | $4,640-89.1% | $3,836-86.8% | $5,609-91.0% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |