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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 | $156,398-70.6% | $147,318-68.8% | $138,895-66.9% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 18.78% | 78.75%-60.0pp | 70.43%-51.7pp | 145.39%-126.6pp |
| Employer contribution / active EE | $1,001 | $4,853-79.4% | $4,593-78.2% | $4,194-76.1% |
| Participant deferral / active EE | $1,492 | $8,237-81.9% | $7,906-81.1% | $6,396-76.7% |
| Admin fee / account holder | $124 | $14,976-99.2% | $13,708-99.1% | $12,562-99.0% |