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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 | $14,628 | $99,053-85.2% | $88,179-83.4% | $138,895-89.5% |
| Participation rate | 20.0% | 74.2%-54.2pp | 69.1%-49.1pp | 79.9%-59.9pp |
| Annual return | 29.96% | 78.17%-48.2pp | 64.97%-35.0pp | 145.39%-115.4pp |
| Employer contribution / active EE | $717 | $2,882-75.1% | $2,549-71.9% | $4,194-82.9% |
| Participant deferral / active EE | $765 | $5,225-85.4% | $4,614-83.4% | $6,396-88.0% |
| Admin fee / account holder | $114 | $8,748-98.7% | $7,673-98.5% | $12,562-99.1% |