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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 | $61,111 | $111,814-45.3% | $93,654-34.7% | $145,959-58.1% |
| Participation rate | 25.0% | 74.2%-49.2pp | 68.7%-43.7pp | 80.3%-55.3pp |
| Annual return | 10.43% | 203.30%-192.9pp | 133.34%-122.9pp | 561.95%-551.5pp |
| Employer contribution / active EE | $582 | $3,092-81.2% | $2,421-76.0% | $4,661-87.5% |
| Participant deferral / active EE | $685 | $4,914-86.1% | $4,413-84.5% | $6,689-89.8% |
| Admin fee / account holder | $30 | $10,246-99.7% | $8,282-99.6% | $13,398-99.8% |