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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 | $103,164-81.4% | $90,259-78.7% | $154,746-87.6% |
| Participation rate | 25.0% | 76.1%-51.1pp | 70.7%-45.7pp | 80.7%-55.7pp |
| Annual return | 24.14% | 19.25%+4.9pp | 18.88%+5.3pp | 172.34%-148.2pp |
| Employer contribution / active EE | $599 | $2,532-76.4% | $2,291-73.9% | $4,379-86.3% |
| Participant deferral / active EE | $600 | $4,422-86.4% | $3,827-84.3% | $6,730-91.1% |
| Admin fee / account holder | $190 | $8,593-97.8% | $7,267-97.4% | $14,365-98.7% |