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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 | $17,424 | $133,981-87.0% | $112,249-84.5% | $134,532-87.0% |
| Participation rate | 68.8% | 78.6%-9.8pp | 75.1%-6.3pp | 81.2%-12.5pp |
| Annual return | -15.21% | 47.16%-62.4pp | 27.48%-42.7pp | 418.27%-433.5pp |
| Employer contribution / active EE | $1,273 | $4,040-68.5% | $3,636-65.0% | $4,741-73.2% |
| Participant deferral / active EE | $1,280 | $5,292-75.8% | $4,729-72.9% | $6,401-80.0% |
| Admin fee / account holder | $48 | $7,492-99.4% | $6,412-99.3% | $11,429-99.6% |