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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 | $10,790 | $90,614-88.1% | $76,089-85.8% | $145,877-92.6% |
| Participation rate | 26.7% | 74.5%-47.8pp | 69.1%-42.4pp | 80.3%-53.6pp |
| Annual return | 11.16% | 623.80%-612.6pp | 360.94%-349.8pp | 551.28%-540.1pp |
| Employer contribution / active EE | $670 | $3,324-79.8% | $2,690-75.1% | $4,663-85.6% |
| Participant deferral / active EE | $927 | $5,168-82.1% | $4,259-78.2% | $6,691-86.1% |
| Admin fee / account holder | $53 | $8,376-99.4% | $6,418-99.2% | $13,402-99.6% |