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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 | $1,643 | $76,519-97.9% | $56,025-97.1% | $145,897-98.9% |
| Participation rate | 58.3% | 63.2%-4.9pp | 52.5%+5.8pp | 80.3%-22.0pp |
| Annual return | 14.92% | 3017.03%-3002.1pp | 1712.69%-1697.8pp | 552.29%-537.4pp |
| Employer contribution / active EE | $137 | $1,383-90.1% | $1,042-86.8% | $4,663-97.1% |
| Participant deferral / active EE | $156 | $2,624-94.1% | $1,955-92.0% | $6,689-97.7% |
| Admin fee / account holder | $16 | $3,331-99.5% | $2,828-99.4% | $13,390-99.9% |