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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 | $55,415 | $167,504-66.9% | $151,628-63.5% | $134,509-58.8% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -18.05% | 7.81%-25.9pp | 3.34%-21.4pp | 418.13%-436.2pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,073 | $8,985-65.8% | $8,363-63.3% | $6,400-52.0% |
| Admin fee / account holder | $21 | $13,779-99.8% | $11,613-99.8% | $11,427-99.8% |