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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 | $30,967 | $107,666-71.2% | $102,184-69.7% | $154,746-80.0% |
| Participation rate | 33.3% | 83.7%-50.4pp | 82.6%-49.3pp | 80.7%-47.4pp |
| Annual return | 22.22% | 29.33%-7.1pp | 31.58%-9.4pp | 172.34%-150.1pp |
| Employer contribution / active EE | $1,417 | $3,846-63.2% | $3,594-60.6% | $4,379-67.6% |
| Participant deferral / active EE | $1,417 | $8,719-83.8% | $8,309-83.0% | $6,730-79.0% |
| Admin fee / account holder | $16 | $12,943-99.9% | $11,609-99.9% | $14,365-99.9% |