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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 | $31,573 | $102,429-69.2% | $147,096-78.5% | $80,925-61.0% |
| Participation rate | 50.0% | 75.9%-25.9pp | 82.2%-32.2pp | 67.7%-17.7pp |
| Annual return | 20.20% | 135.02%-114.8pp | 419.75%-399.5pp | 35.65%-15.4pp |
| Employer contribution / active EE | $1,024 | $3,716-72.4% | $4,936-79.2% | $2,756-62.8% |
| Participant deferral / active EE | $2,159 | $6,649-67.5% | $8,071-73.3% | $4,299-49.8% |
| Admin fee / account holder | $276 | $7,957-96.5% | $13,005-97.9% | $6,940-96.0% |