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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 | $32,823 | $152,612-78.5% | $125,192-73.8% | $152,897-78.5% |
| Participation rate | 43.8% | 83.3%-39.6pp | 79.8%-36.0pp | 82.5%-38.7pp |
| Annual return | 18.86% | 54.85%-36.0pp | 43.79%-24.9pp | 345.43%-326.6pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $808 | $5,868-86.2% | $4,937-83.6% | $5,851-86.2% |
| Admin fee / account holder | $56 | $13,437-99.6% | $9,704-99.4% | $11,599-99.5% |