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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 | $175,043 | $100,970+73.4% | $96,576+81.2% | $137,256+27.5% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 17.33% | 38.16%-20.8pp | 38.47%-21.1pp | 220.34%-203.0pp |
| Employer contribution / active EE | $27 | $3,809-99.3% | $3,553-99.2% | $4,156-99.4% |
| Participant deferral / active EE | $533 | $8,286-93.6% | $7,956-93.3% | $6,407-91.7% |
| Admin fee / account holder | $176 | $11,312-98.4% | $11,381-98.5% | $12,270-98.6% |