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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 | $46,026 | $162,136-71.6% | $152,301-69.8% | $154,746-70.3% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 18.78% | 91.02%-72.2pp | 80.50%-61.7pp | 172.34%-153.6pp |
| Employer contribution / active EE | $1,001 | $4,890-79.5% | $4,624-78.4% | $4,379-77.2% |
| Participant deferral / active EE | $1,492 | $8,341-82.1% | $8,004-81.4% | $6,730-77.8% |
| Admin fee / account holder | $124 | $15,759-99.2% | $14,398-99.1% | $14,365-99.1% |