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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 | $29,383 | $90,614-67.6% | $76,089-61.4% | $145,877-79.9% |
| Participation rate | 28.6% | 74.5%-45.9pp | 69.1%-40.5pp | 80.3%-51.7pp |
| Annual return | 17.01% | 623.80%-606.8pp | 360.94%-343.9pp | 551.28%-534.3pp |
| Employer contribution / active EE | $663 | $3,324-80.1% | $2,690-75.4% | $4,663-85.8% |
| Participant deferral / active EE | $914 | $5,168-82.3% | $4,259-78.5% | $6,691-86.3% |
| Admin fee / account holder | $182 | $8,376-97.8% | $6,418-97.2% | $13,402-98.6% |