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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 | $31,931 | $142,354-77.6% | $125,529-74.6% | $155,188-79.4% |
| Participation rate | 25.0% | 78.1%-53.1pp | 74.7%-49.7pp | 80.8%-55.8pp |
| Annual return | 11.55% | 306.06%-294.5pp | 202.56%-191.0pp | 148.84%-137.3pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $80 | $5,491-98.5% | $4,813-98.3% | $6,531-98.8% |
| Admin fee / account holder | $288 | $19,392-98.5% | $16,298-98.2% | $14,480-98.0% |