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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 | $19,269 | $160,070-88.0% | $147,117-86.9% | $145,897-86.8% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 18.84% | 98.69%-79.9pp | 420.54%-401.7pp | 552.29%-533.5pp |
| Employer contribution / active EE | $1,454 | $5,285-72.5% | $4,932-70.5% | $4,663-68.8% |
| Participant deferral / active EE | $1,961 | $8,419-76.7% | $8,065-75.7% | $6,689-70.7% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |