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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 | $26,734 | $166,131-83.9% | $164,975-83.8% | $145,877-81.7% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 13.35% | 100.37%-87.0pp | 70.12%-56.8pp | 551.28%-537.9pp |
| Employer contribution / active EE | $1,506 | $5,276-71.4% | $4,343-65.3% | $4,663-67.7% |
| Participant deferral / active EE | $1,667 | $6,962-76.1% | $6,033-72.4% | $6,691-75.1% |
| Admin fee / account holder | $247 | $16,648-98.5% | $12,688-98.1% | $13,402-98.2% |