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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 | $57,841 | $175,231-67.0% | $149,696-61.4% | $139,466-58.5% |
| Participation rate | 25.0% | 83.4%-58.4pp | 78.8%-53.8pp | 80.3%-55.3pp |
| Annual return | 35.40% | 166.77%-131.4pp | 134.46%-99.1pp | 373.66%-338.3pp |
| Employer contribution / active EE | $12,448 | $5,478+127.2% | $4,821+158.2% | $4,754+161.8% |
| Participant deferral / active EE | $799 | $6,521-87.8% | $5,682-85.9% | $6,712-88.1% |
| Admin fee / account holder | $1 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |