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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 | $87,276 | $134,817-35.3% | $123,973-29.6% | $155,188-43.8% |
| Participation rate | 64.3% | 79.4%-15.1pp | 76.7%-12.4pp | 80.8%-16.5pp |
| Annual return | 16.21% | 515.49%-499.3pp | 388.13%-371.9pp | 148.84%-132.6pp |
| Employer contribution / active EE | $1,098 | $4,425-75.2% | $4,126-73.4% | $4,248-74.2% |
| Participant deferral / active EE | $1,676 | $5,706-70.6% | $5,247-68.0% | $6,531-74.3% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |