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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 | $86,835 | $50,958+70.4% | $74,552+16.5% | $64,181+35.3% |
| Participation rate | 22.7% | 61.1%-38.3pp | 69.1%-46.4pp | 69.6%-46.8pp |
| Annual return | -6.76% | -1.86%-4.9pp | 32.53%-39.3pp | 7.63%-14.4pp |
| Employer contribution / active EE | $456 | $1,115-59.1% | $1,961-76.8% | $2,381-80.9% |
| Participant deferral / active EE | $910 | $2,301-60.5% | $3,108-70.7% | $3,470-73.8% |
| Admin fee / account holder | $0 | $4,223-100.0% | $5,060-100.0% | $4,887-100.0% |