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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 | $10,032 | $100,970-90.1% | $96,576-89.6% | $137,256-92.7% |
| Participation rate | 33.3% | 82.6%-49.3pp | 81.4%-48.1pp | 80.0%-46.6pp |
| Annual return | 23.17% | 38.16%-15.0pp | 38.47%-15.3pp | 220.34%-197.2pp |
| Employer contribution / active EE | $635 | $3,809-83.3% | $3,553-82.1% | $4,156-84.7% |
| Participant deferral / active EE | $635 | $8,286-92.3% | $7,956-92.0% | $6,407-90.1% |
| Admin fee / account holder | $18 | $11,312-99.8% | $11,381-99.8% | $12,270-99.9% |