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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 | $12,346 | $109,372-88.7% | $89,414-86.2% | $158,966-92.2% |
| Participation rate | 17.4% | 74.3%-56.9pp | 68.0%-50.6pp | 82.0%-64.6pp |
| Annual return | 25.95% | 345.55%-319.6pp | 245.50%-219.6pp | 302.95%-277.0pp |
| Employer contribution / active EE | $365 | $3,171-88.5% | $2,586-85.9% | $4,762-92.3% |
| Participant deferral / active EE | $506 | $4,598-89.0% | $3,890-87.0% | $5,983-91.6% |
| Admin fee / account holder | $143 | $6,156-97.7% | $4,883-97.1% | $11,250-98.7% |