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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 | $12,712 | $32,037-60.3% | $69,182-81.6% | $62,881-79.8% |
| Participation rate | 3.2% | 43.4%-40.2pp | 55.1%-51.9pp | 69.3%-66.1pp |
| Annual return | 13.85% | 15.16%-1.3pp | -21.93%+35.8pp | 20.14%-6.3pp |
| Employer contribution / active EE | $83 | $679-87.8% | $1,206-93.2% | $2,281-96.4% |
| Participant deferral / active EE | $103 | $1,185-91.3% | $1,897-94.6% | $3,203-96.8% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |