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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 | $38,681 | $160,040-75.8% | $147,096-73.7% | $145,877-73.5% |
| Participation rate | 46.2% | 84.0%-37.9pp | 82.2%-36.0pp | 80.3%-34.1pp |
| Annual return | 16.18% | 98.49%-82.3pp | 419.75%-403.6pp | 551.28%-535.1pp |
| Employer contribution / active EE | $271 | $5,289-94.9% | $4,936-94.5% | $4,663-94.2% |
| Participant deferral / active EE | $3,197 | $8,429-62.1% | $8,071-60.4% | $6,691-52.2% |
| Admin fee / account holder | $146 | $15,050-99.0% | $13,005-98.9% | $13,402-98.9% |