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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 | $5,856 | $76,608-92.4% | $56,077-89.6% | $145,877-96.0% |
| Participation rate | 7.7% | 63.2%-55.6pp | 52.5%-44.8pp | 80.3%-72.6pp |
| Annual return | 10.59% | 3009.59%-2999.0pp | 1709.28%-1698.7pp | 551.28%-540.7pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $107 | $2,624-95.9% | $1,954-94.5% | $6,691-98.4% |
| Admin fee / account holder | $0 | $3,325-100.0% | $2,825-100.0% | $13,402-100.0% |