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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 | $20,281 | $111,830-81.9% | $93,696-78.4% | $145,884-86.1% |
| Participation rate | 46.2% | 74.2%-28.1pp | 68.7%-22.6pp | 80.3%-34.1pp |
| Annual return | 11.50% | 204.08%-192.6pp | 133.74%-122.2pp | 551.85%-540.4pp |
| Employer contribution / active EE | $959 | $3,093-69.0% | $2,422-60.4% | $4,662-79.4% |
| Participant deferral / active EE | $1,058 | $4,920-78.5% | $4,417-76.0% | $6,690-84.2% |
| Admin fee / account holder | $289 | $10,249-97.2% | $8,287-96.5% | $13,392-97.8% |