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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 | $101,375 | $152,619-33.6% | $125,195-19.0% | $152,909-33.7% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.5%-32.5pp |
| Annual return | 26.02% | 54.85%-28.8pp | 43.79%-17.8pp | 345.46%-319.4pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $11,950 | $5,869+103.6% | $4,937+142.0% | $5,851+104.2% |
| Admin fee / account holder | $59 | $13,437-99.6% | $9,704-99.4% | $11,601-99.5% |