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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 | $172,261 | $121,656+41.6% | $104,614+64.7% | $158,950+8.4% |
| Participation rate | 60.0% | 77.5%-17.5pp | 74.1%-14.1pp | 82.0%-22.0pp |
| Annual return | 14.82% | 465.51%-450.7pp | 340.56%-325.7pp | 302.91%-288.1pp |
| Employer contribution / active EE | $259 | $3,164-91.8% | $2,681-90.3% | $4,762-94.6% |
| Participant deferral / active EE | $572 | $4,177-86.3% | $3,739-84.7% | $5,983-90.4% |
| Admin fee / account holder | $0 | $7,775-100.0% | $6,464-100.0% | $11,248-100.0% |