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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 | $13,485 | $102,635-86.9% | $86,209-84.4% | $139,456-90.3% |
| Participation rate | 40.0% | 74.5%-34.5pp | 69.0%-29.0pp | 80.3%-40.3pp |
| Annual return | 15.20% | 1923.53%-1908.3pp | 1169.05%-1153.9pp | 373.45%-358.3pp |
| Employer contribution / active EE | $569 | $3,034-81.2% | $2,381-76.1% | $4,753-88.0% |
| Participant deferral / active EE | $569 | $4,677-87.8% | $3,986-85.7% | $6,711-91.5% |
| Admin fee / account holder | $111 | $8,661-98.7% | $6,853-98.4% | $11,407-99.0% |