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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 | $10,847 | $99,053-89.0% | $88,179-87.7% | $138,895-92.2% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.1%-12.0pp | 79.9%-22.8pp |
| Annual return | 16.20% | 78.17%-62.0pp | 64.97%-48.8pp | 145.39%-129.2pp |
| Employer contribution / active EE | $766 | $2,882-73.4% | $2,549-70.0% | $4,194-81.7% |
| Participant deferral / active EE | $865 | $5,225-83.4% | $4,614-81.2% | $6,396-86.5% |
| Admin fee / account holder | $41 | $8,748-99.5% | $7,673-99.5% | $12,562-99.7% |