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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 | $63,768 | $123,478-48.4% | $216,567-70.6% | $94,015-32.2% |
| Participation rate | 12.0% | 75.1%-63.1pp | 81.6%-69.6pp | 70.8%-58.8pp |
| Annual return | 20.34% | 23.61%-3.3pp | 12.94%+7.4pp | 17.84%+2.5pp |
| Employer contribution / active EE | $0 | $3,136-100.0% | $5,216-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $130 | $4,556-97.1% | $6,191-97.9% | $4,249-96.9% |
| Admin fee / account holder | $20 | $12,753-99.8% | $21,981-99.9% | $8,951-99.8% |