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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 | $109,750 | $99,053+10.8% | $88,179+24.5% | $138,895-21.0% |
| Participation rate | 37.5% | 74.2%-36.7pp | 69.1%-31.6pp | 79.9%-42.4pp |
| Annual return | 19.45% | 78.17%-58.7pp | 64.97%-45.5pp | 145.39%-125.9pp |
| Employer contribution / active EE | $577 | $2,882-80.0% | $2,549-77.4% | $4,194-86.2% |
| Participant deferral / active EE | $718 | $5,225-86.3% | $4,614-84.4% | $6,396-88.8% |
| Admin fee / account holder | $20 | $8,748-99.8% | $7,673-99.7% | $12,562-99.8% |