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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 | $13,082 | $172,111-92.4% | $150,298-91.3% | $137,256-90.5% |
| Participation rate | 37.5% | 81.7%-44.2pp | 77.8%-40.3pp | 80.0%-42.5pp |
| Annual return | 28.71% | 69.37%-40.7pp | 62.79%-34.1pp | 220.34%-191.6pp |
| Employer contribution / active EE | $890 | $4,636-80.8% | $4,154-78.6% | $4,156-78.6% |
| Participant deferral / active EE | $1,124 | $6,166-81.8% | $5,453-79.4% | $6,407-82.5% |
| Admin fee / account holder | $20 | $16,471-99.9% | $14,116-99.9% | $12,270-99.8% |