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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 | $30,228 | $165,351-81.7% | $149,710-79.8% | $158,931-81.0% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 53.46% | 348.19%-294.7pp | 276.63%-223.2pp | 302.86%-249.4pp |
| Employer contribution / active EE | $1,090 | $5,103-78.6% | $4,645-76.5% | $4,761-77.1% |
| Participant deferral / active EE | $1,720 | $7,181-76.0% | $6,842-74.9% | $5,982-71.2% |
| Admin fee / account holder | $211 | $10,807-98.0% | $9,309-97.7% | $11,247-98.1% |