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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 | $35,455 | $178,174-80.1% | $156,181-77.3% | $137,256-74.2% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.8%-78.8pp | 80.0%-80.0pp |
| Annual return | 15.09% | 84.19%-69.1pp | 64.87%-49.8pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,459 | $4,972-70.7% | $4,294-66.0% | $4,156-64.9% |
| Participant deferral / active EE | $1,514 | $6,888-78.0% | $6,132-75.3% | $6,407-76.4% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |