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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 | $49,930 | $217,432-77.0% | $185,851-73.1% | $167,553-70.2% |
| Participation rate | 25.0% | 86.1%-61.1pp | 81.7%-56.7pp | 82.1%-57.1pp |
| Annual return | 14.55% | 148.43%-133.9pp | 122.11%-107.6pp | 478.89%-464.3pp |
| Employer contribution / active EE | $1,800 | $5,874-69.4% | $5,168-65.2% | $4,840-62.8% |
| Participant deferral / active EE | $938 | $6,357-85.3% | $5,569-83.2% | $6,343-85.2% |
| Admin fee / account holder | $192 | $19,820-99.0% | $16,245-98.8% | $12,316-98.4% |