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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 | $29,180 | $76,785-62.0% | $56,441-48.3% | $145,959-80.0% |
| Participation rate | 6.3% | 63.2%-57.0pp | 52.5%-46.2pp | 80.3%-74.0pp |
| Annual return | 11.73% | 3000.51%-2988.8pp | 1704.21%-1692.5pp | 561.95%-550.2pp |
| Employer contribution / active EE | $65 | $1,381-95.3% | $1,039-93.7% | $4,661-98.6% |
| Participant deferral / active EE | $98 | $2,624-96.3% | $1,953-95.0% | $6,689-98.5% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,398-100.0% |