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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 | $104,504 | $112,729-7.3% | $98,716+5.9% | $137,256-23.9% |
| Participation rate | 46.2% | 74.2%-28.1pp | 69.3%-23.1pp | 80.0%-33.8pp |
| Annual return | 18.05% | 38.48%-20.4pp | 31.81%-13.8pp | 220.34%-202.3pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $187 | $4,640-96.0% | $4,048-95.4% | $6,407-97.1% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |