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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 | $22,149 | $173,397-87.2% | $135,987-83.7% | $145,877-84.8% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.4%-9.8pp | 80.3%-13.6pp |
| Annual return | 10.36% | 1166.18%-1155.8pp | 580.01%-569.6pp | 551.28%-540.9pp |
| Employer contribution / active EE | $1,427 | $5,281-73.0% | $4,214-66.1% | $4,663-69.4% |
| Participant deferral / active EE | $2,121 | $8,710-75.7% | $7,027-69.8% | $6,691-68.3% |
| Admin fee / account holder | $163 | $9,663-98.3% | $6,716-97.6% | $13,402-98.8% |