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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 | $4,339 | $51,638-91.6% | $68,368-93.7% | $82,448-94.7% |
| Participation rate | 36.8% | 63.6%-26.8pp | 73.8%-36.9pp | 68.1%-31.2pp |
| Annual return | 24.00% | 37.53%-13.5pp | 292.57%-268.6pp | 41.64%-17.6pp |
| Employer contribution / active EE | $1,165 | $2,047-43.1% | $2,649-56.0% | $2,551-54.3% |
| Participant deferral / active EE | $186 | $2,914-93.6% | $4,123-95.5% | $4,139-95.5% |
| Admin fee / account holder | $241 | $4,643-94.8% | $5,150-95.3% | $7,234-96.7% |