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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 | $0 | $70,879-100.0% | $189,575-100.0% | $79,391-100.0% |
| Participation rate | 0.0% | 68.0%-68.0pp | 78.4%-78.4pp | 70.7%-70.7pp |
| Annual return | 14.89% | 20.70%-5.8pp | 64.19%-49.3pp | 116.88%-102.0pp |
| Employer contribution / active EE | $1,024 | $1,806-43.3% | $4,412-76.8% | $2,428-57.8% |
| Participant deferral / active EE | $1,461 | $4,081-64.2% | $6,174-76.3% | $4,046-63.9% |
| Admin fee / account holder | $0 | $647-100.0% | $9,806-100.0% | $627-100.0% |