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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 | $49,836 | $157,304-68.3% | $141,197-64.7% | $152,909-67.4% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 19.61% | 64.34%-44.7pp | 71.41%-51.8pp | 345.46%-325.9pp |
| Employer contribution / active EE | $1,267 | $5,263-75.9% | $4,736-73.2% | $4,764-73.4% |
| Participant deferral / active EE | $1,313 | $7,111-81.5% | $6,710-80.4% | $5,851-77.6% |
| Admin fee / account holder | $15 | $12,126-99.9% | $10,265-99.9% | $11,601-99.9% |