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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 | $35,310 | $213,785-83.5% | $185,441-81.0% | $155,188-77.2% |
| Participation rate | 63.6% | 83.2%-19.6pp | 80.3%-16.6pp | 80.8%-17.2pp |
| Annual return | 18.80% | 19.97%-1.2pp | 20.16%-1.4pp | 148.84%-130.0pp |
| Employer contribution / active EE | $1,237 | $5,393-77.1% | $4,672-73.5% | $4,248-70.9% |
| Participant deferral / active EE | $1,886 | $6,864-72.5% | $6,152-69.3% | $6,531-71.1% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |