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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 | $16,994 | $122,962-86.2% | $71,585-76.3% | $138,895-87.8% |
| Participation rate | 62.5% | 68.9%-6.4pp | 68.2%-5.7pp | 79.9%-17.4pp |
| Annual return | 15.12% | 37.84%-22.7pp | 59.26%-44.1pp | 145.39%-130.3pp |
| Employer contribution / active EE | $310 | $2,620-88.2% | $1,669-81.4% | $4,194-92.6% |
| Participant deferral / active EE | $495 | $4,311-88.5% | $2,923-83.1% | $6,396-92.3% |
| Admin fee / account holder | $187 | $6,488-97.1% | $4,712-96.0% | $12,562-98.5% |