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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 | $70,138 | $183,627-61.8% | $155,602-54.9% | $145,978-52.0% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 8.93% | 61.32%-52.4pp | 64.81%-55.9pp | 550.52%-541.6pp |
| Employer contribution / active EE | $1,497 | $5,316-71.8% | $4,675-68.0% | $4,662-67.9% |
| Participant deferral / active EE | $69 | $6,466-98.9% | $5,629-98.8% | $6,690-99.0% |
| Admin fee / account holder | $133 | $19,327-99.3% | $15,923-99.2% | $13,400-99.0% |