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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,346 | $106,905+9.8% | $84,020+39.7% | $152,885-23.2% |
| Participation rate | 18.2% | 75.2%-57.1pp | 69.0%-50.8pp | 82.5%-64.3pp |
| Annual return | 19.77% | 105.00%-85.2pp | 71.31%-51.5pp | 345.39%-325.6pp |
| Employer contribution / active EE | $289 | $2,735-89.4% | $1,984-85.4% | $4,763-93.9% |
| Participant deferral / active EE | $4,448 | $4,012+10.9% | $3,239+37.3% | $5,851-24.0% |
| Admin fee / account holder | $0 | $8,287-100.0% | $6,101-100.0% | $11,598-100.0% |