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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 | $20,828 | $176,077-88.2% | $159,455-86.9% | $167,518-87.6% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 14.66% | 331.83%-317.2pp | 263.63%-249.0pp | 478.71%-464.0pp |
| Employer contribution / active EE | $318 | $5,298-94.0% | $4,830-93.4% | $4,838-93.4% |
| Participant deferral / active EE | $10,941 | $7,751+41.2% | $7,353+48.8% | $6,342+72.5% |
| Admin fee / account holder | $114 | $12,556-99.1% | $10,800-98.9% | $12,312-99.1% |