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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 | $42,607 | $92,766-54.1% | $82,763-48.5% | $134,545-68.3% |
| Participation rate | 41.7% | 75.2%-33.5pp | 72.6%-30.9pp | 81.2%-39.6pp |
| Annual return | -14.62% | 946.97%-961.6pp | 702.45%-717.1pp | 418.37%-433.0pp |
| Employer contribution / active EE | $664 | $3,273-79.7% | $3,008-77.9% | $4,742-86.0% |
| Participant deferral / active EE | $736 | $4,802-84.7% | $4,395-83.3% | $6,401-88.5% |
| Admin fee / account holder | $100 | $5,978-98.3% | $5,325-98.1% | $11,431-99.1% |