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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 | $27,550 | $190,879-85.6% | $160,009-82.8% | $134,532-79.5% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.0%-53.0pp | 81.2%-56.2pp |
| Annual return | -20.33% | 552.63%-573.0pp | 408.85%-429.2pp | 418.27%-438.6pp |
| Employer contribution / active EE | $786 | $4,995-84.3% | $4,225-81.4% | $4,741-83.4% |
| Participant deferral / active EE | $1,179 | $6,924-83.0% | $6,183-80.9% | $6,401-81.6% |
| Admin fee / account holder | $12 | $10,495-99.9% | $8,715-99.9% | $11,429-99.9% |