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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 | $39,471 | $149,040-73.5% | $120,225-67.2% | $137,256-71.2% |
| Participation rate | 33.3% | 75.4%-42.1pp | 69.6%-36.2pp | 80.0%-46.6pp |
| Annual return | 14.32% | 605.68%-591.4pp | 439.23%-424.9pp | 220.34%-206.0pp |
| Employer contribution / active EE | $42 | $4,350-99.0% | $3,475-98.8% | $4,156-99.0% |
| Participant deferral / active EE | $42 | $4,655-99.1% | $3,999-98.9% | $6,407-99.3% |
| Admin fee / account holder | $91 | $6,348-98.6% | $5,696-98.4% | $12,270-99.3% |