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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 | $71,722 | $148,623-51.7% | $135,974-47.3% | $139,466-48.6% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 21.50% | 79.30%-57.8pp | 68.30%-46.8pp | 373.66%-352.2pp |
| Employer contribution / active EE | $756 | $5,246-85.6% | $4,859-84.4% | $4,754-84.1% |
| Participant deferral / active EE | $9,791 | $8,103+20.8% | $7,760+26.2% | $6,712+45.9% |
| Admin fee / account holder | $15 | $12,406-99.9% | $10,767-99.9% | $11,409-99.9% |