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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 | $36,371 | $117,895-69.1% | $102,460-64.5% | $145,897-75.1% |
| Participation rate | 46.2% | 78.6%-32.5pp | 76.5%-30.4pp | 80.3%-34.2pp |
| Annual return | 21.80% | 31.92%-10.1pp | 29.47%-7.7pp | 552.29%-530.5pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,660 | $5,736-71.1% | $5,056-67.2% | $6,689-75.2% |
| Admin fee / account holder | $5 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |