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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 | $106,245 | $106,008+0.2% | $92,240+15.2% | $147,586-28.0% |
| Participation rate | 45.0% | 80.4%-35.4pp | 76.5%-31.5pp | 82.8%-37.8pp |
| Annual return | 13.80% | 50.05%-36.3pp | 176.29%-162.5pp | 578.59%-564.8pp |
| Employer contribution / active EE | $210 | $4,333-95.2% | $3,680-94.3% | $4,876-95.7% |
| Participant deferral / active EE | $1,358 | $4,478-69.7% | $3,897-65.1% | $5,439-75.0% |
| Admin fee / account holder | $83 | $6,333-98.7% | $5,194-98.4% | $10,886-99.2% |