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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 | $121,548 | $227,399-46.5% | $189,758-35.9% | $198,609-38.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 79.8%-13.1pp | 82.4%-15.7pp |
| Annual return | 5.02% | 61.03%-56.0pp | 52.62%-47.6pp | 202.70%-197.7pp |
| Employer contribution / active EE | $1,156 | $5,526-79.1% | $4,767-75.7% | $5,055-77.1% |
| Participant deferral / active EE | $7,306 | $6,837+6.9% | $5,856+24.8% | $6,977+4.7% |
| Admin fee / account holder | $31 | $25,162-99.9% | $20,388-99.8% | $19,030-99.8% |