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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 | $126,471 | $165,381-23.5% | $149,730-15.5% | $158,966-20.4% |
| Participation rate | 15.8% | 84.6%-68.8pp | 82.5%-66.7pp | 82.0%-66.2pp |
| Annual return | 18.69% | 348.29%-329.6pp | 276.70%-258.0pp | 302.95%-284.3pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $641 | $7,182-91.1% | $6,843-90.6% | $5,983-89.3% |
| Admin fee / account holder | $33 | $10,809-99.7% | $9,310-99.6% | $11,250-99.7% |