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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 | $34,686 | $124,187-72.1% | $108,410-68.0% | $167,518-79.3% |
| Participation rate | 55.6% | 82.3%-26.7pp | 80.1%-24.6pp | 82.1%-26.6pp |
| Annual return | 31.63% | 1379.80%-1348.2pp | 905.34%-873.7pp | 478.71%-447.1pp |
| Employer contribution / active EE | $1,387 | $4,187-66.9% | $3,558-61.0% | $4,838-71.3% |
| Participant deferral / active EE | $1,387 | $6,908-79.9% | $6,562-78.9% | $6,342-78.1% |
| Admin fee / account holder | $0 | $9,456-100.0% | $7,296-100.0% | $12,312-100.0% |