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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 | $12,461 | $114,119-89.1% | $107,187-88.4% | $138,895-91.0% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 79.9%-22.8pp |
| Annual return | 21.08% | 273.21%-252.1pp | 204.55%-183.5pp | 145.39%-124.3pp |
| Employer contribution / active EE | $931 | $4,059-77.1% | $3,782-75.4% | $4,194-77.8% |
| Participant deferral / active EE | $1,122 | $5,538-79.7% | $5,096-78.0% | $6,396-82.5% |
| Admin fee / account holder | $112 | $10,024-98.9% | $9,162-98.8% | $12,562-99.1% |