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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 | $113,526 | $96,691+17.4% | $86,656+31.0% | $139,487-18.6% |
| Participation rate | 28.6% | 74.4%-45.8pp | 71.7%-43.1pp | 80.3%-51.8pp |
| Annual return | 21.41% | 106.87%-85.5pp | 593.09%-571.7pp | 373.84%-352.4pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $195 | $4,838-96.0% | $4,439-95.6% | $6,713-97.1% |
| Admin fee / account holder | $0 | $6,414-100.0% | $5,619-100.0% | $11,407-100.0% |