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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 | $31,171 | $108,882-71.4% | $96,754-67.8% | $154,746-79.9% |
| Participation rate | 28.6% | 75.1%-46.5pp | 70.3%-41.7pp | 80.7%-52.1pp |
| Annual return | 17.13% | 98.39%-81.3pp | 82.04%-64.9pp | 172.34%-155.2pp |
| Employer contribution / active EE | $436 | $3,018-85.6% | $2,679-83.7% | $4,379-90.1% |
| Participant deferral / active EE | $653 | $5,323-87.7% | $4,758-86.3% | $6,730-90.3% |
| Admin fee / account holder | $278 | $10,200-97.3% | $8,905-96.9% | $14,365-98.1% |