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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 | $66,377 | $210,343-68.4% | $153,476-56.8% | $145,978-54.5% |
| Participation rate | 60.0% | 82.1%-22.1pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 9.05% | 13.38%-4.3pp | 15.66%-6.6pp | 550.52%-541.5pp |
| Employer contribution / active EE | $2,080 | $6,047-65.6% | $5,038-58.7% | $4,662-55.4% |
| Participant deferral / active EE | $2,120 | $7,977-73.4% | $6,759-68.6% | $6,690-68.3% |
| Admin fee / account holder | $20 | $19,424-99.9% | $12,729-99.8% | $13,400-99.9% |