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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 | $47,077 | $157,276-70.1% | $141,177-66.7% | $152,885-69.2% |
| Participation rate | 69.6% | 84.8%-15.3pp | 82.5%-12.9pp | 82.5%-12.9pp |
| Annual return | 0.00% | 64.33%-64.3pp | 71.40%-71.4pp | 345.39%-345.4pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,740 | $7,110-75.5% | $6,710-74.1% | $5,851-70.3% |
| Admin fee / account holder | $60 | $12,123-99.5% | $10,263-99.4% | $11,598-99.5% |