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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 | $8,735 | $97,125-91.0% | $86,233-89.9% | $137,256-93.6% |
| Participation rate | 10.5% | 74.2%-63.7pp | 69.0%-58.5pp | 80.0%-69.4pp |
| Annual return | 10.95% | 74.19%-63.2pp | 61.39%-50.4pp | 220.34%-209.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $292 | $5,180-94.4% | $4,559-93.6% | $6,407-95.4% |
| Admin fee / account holder | $32 | $9,725-99.7% | $8,342-99.6% | $12,270-99.7% |