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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 | $32,411 | $93,064-65.2% | $74,577-56.5% | $273,972-88.2% |
| Participation rate | 27.3% | 74.9%-47.7pp | 68.1%-40.8pp | 83.0%-55.7pp |
| Annual return | 99.84% | 26.18%+73.7pp | 20.47%+79.4pp | 41.46%+58.4pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $250 | $4,160-94.0% | $3,458-92.8% | $5,287-95.3% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |