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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 | $73,940 | $138,102-46.5% | $125,381-41.0% | $134,532-45.0% |
| Participation rate | 23.8% | 84.5%-60.7pp | 82.4%-58.6pp | 81.2%-57.4pp |
| Annual return | -19.56% | 750.73%-770.3pp | 572.31%-591.9pp | 418.27%-437.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $720 | $7,801-90.8% | $7,448-90.3% | $6,401-88.7% |
| Admin fee / account holder | $230 | $11,568-98.0% | $10,007-97.7% | $11,429-98.0% |