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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 | $27,420 | $29,736-7.8% | $56,033-51.1% | $80,935-66.1% |
| Participation rate | 8.6% | 41.7%-33.1pp | 52.5%-43.9pp | 67.7%-59.1pp |
| Annual return | 15.30% | 35.28%-20.0pp | 1711.38%-1696.1pp | 35.66%-20.4pp |
| Employer contribution / active EE | $96 | $671-85.7% | $1,041-90.8% | $2,757-96.5% |
| Participant deferral / active EE | $160 | $1,228-86.9% | $1,954-91.8% | $4,299-96.3% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,827-100.0% | $6,924-100.0% |