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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 | $3,823 | $88,754-95.7% | $81,820-95.3% | $145,877-97.4% |
| Participation rate | 30.0% | 75.1%-45.1pp | 72.4%-42.4pp | 80.3%-50.3pp |
| Annual return | 12.64% | 1031.77%-1019.1pp | 777.93%-765.3pp | 551.28%-538.6pp |
| Employer contribution / active EE | $526 | $3,085-83.0% | $2,915-82.0% | $4,663-88.7% |
| Participant deferral / active EE | $598 | $4,648-87.1% | $4,323-86.2% | $6,691-91.1% |
| Admin fee / account holder | $21 | $8,424-99.7% | $7,391-99.7% | $13,402-99.8% |