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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 | $24,370 | $114,119-78.6% | $107,187-77.3% | $138,895-82.5% |
| Participation rate | 41.2% | 78.1%-36.9pp | 75.0%-33.8pp | 79.9%-38.7pp |
| Annual return | 18.70% | 273.21%-254.5pp | 204.55%-185.8pp | 145.39%-126.7pp |
| Employer contribution / active EE | $907 | $4,059-77.7% | $3,782-76.0% | $4,194-78.4% |
| Participant deferral / active EE | $1,090 | $5,538-80.3% | $5,096-78.6% | $6,396-83.0% |
| Admin fee / account holder | $181 | $10,024-98.2% | $9,162-98.0% | $12,562-98.6% |