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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 | $11,627 | $100,125-88.4% | $81,482-85.7% | $145,978-92.0% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.5%-36.2pp | 80.3%-47.0pp |
| Annual return | 19.29% | 34.44%-15.2pp | 24.79%-5.5pp | 550.52%-531.2pp |
| Employer contribution / active EE | $894 | $2,977-70.0% | $2,463-63.7% | $4,662-80.8% |
| Participant deferral / active EE | $800 | $4,609-82.6% | $3,885-79.4% | $6,690-88.0% |
| Admin fee / account holder | $100 | $8,198-98.8% | $5,761-98.3% | $13,400-99.3% |