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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 | $23,429 | $148,623-84.2% | $135,974-82.8% | $139,466-83.2% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 18.31% | 79.30%-61.0pp | 68.30%-50.0pp | 373.66%-355.4pp |
| Employer contribution / active EE | $1,930 | $5,246-63.2% | $4,859-60.3% | $4,754-59.4% |
| Participant deferral / active EE | $1,930 | $8,103-76.2% | $7,760-75.1% | $6,712-71.2% |
| Admin fee / account holder | $47 | $12,406-99.6% | $10,767-99.6% | $11,409-99.6% |