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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 | $25,785 | $123,155-79.1% | $108,753-76.3% | $155,188-83.4% |
| Participation rate | 60.0% | 75.6%-15.6pp | 71.1%-11.1pp | 80.8%-20.8pp |
| Annual return | 6.45% | 44.73%-38.3pp | 37.47%-31.0pp | 148.84%-142.4pp |
| Employer contribution / active EE | $610 | $2,811-78.3% | $2,427-74.9% | $4,248-85.6% |
| Participant deferral / active EE | $1,139 | $4,623-75.4% | $4,115-72.3% | $6,531-82.6% |
| Admin fee / account holder | $275 | $12,126-97.7% | $10,320-97.3% | $14,480-98.1% |