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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 | $19,228 | $102,245-81.2% | $89,340-78.5% | $137,256-86.0% |
| Participation rate | 25.0% | 74.9%-49.9pp | 69.6%-44.6pp | 80.0%-55.0pp |
| Annual return | 24.14% | 21.89%+2.3pp | 20.57%+3.6pp | 220.34%-196.2pp |
| Employer contribution / active EE | $599 | $2,529-76.3% | $2,231-73.2% | $4,156-85.6% |
| Participant deferral / active EE | $600 | $4,436-86.5% | $3,823-84.3% | $6,407-90.6% |
| Admin fee / account holder | $190 | $8,085-97.7% | $6,704-97.2% | $12,270-98.5% |