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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 | $105,302 | $157,296-33.1% | $141,191-25.4% | $152,897-31.1% |
| Participation rate | 16.7% | 84.8%-68.2pp | 82.5%-65.8pp | 82.5%-65.8pp |
| Annual return | 23.35% | 64.34%-41.0pp | 71.41%-48.1pp | 345.43%-322.1pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $637 | $7,111-91.0% | $6,710-90.5% | $5,851-89.1% |
| Admin fee / account holder | $7 | $12,125-99.9% | $10,264-99.9% | $11,599-99.9% |