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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 | $12,706 | $88,702-85.7% | $81,780-84.5% | $145,978-91.3% |
| Participation rate | 28.6% | 75.0%-46.5pp | 72.4%-43.8pp | 80.3%-51.7pp |
| Annual return | 12.30% | 1029.12%-1016.8pp | 776.27%-764.0pp | 550.52%-538.2pp |
| Employer contribution / active EE | $640 | $3,084-79.2% | $2,914-78.0% | $4,662-86.3% |
| Participant deferral / active EE | $640 | $4,645-86.2% | $4,321-85.2% | $6,690-90.4% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |