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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 | $136,847 | $197,819-30.8% | $155,789-12.2% | $125,389+9.1% |
| Participation rate | 50.0% | 82.1%-32.1pp | 76.1%-26.1pp | 83.2%-33.2pp |
| Annual return | -2.65% | 86.73%-89.4pp | 71.54%-74.2pp | 282.24%-284.9pp |
| Employer contribution / active EE | $571 | $4,850-88.2% | $3,839-85.1% | $4,866-88.3% |
| Participant deferral / active EE | $563 | $5,631-90.0% | $4,798-88.3% | $5,352-89.5% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |