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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 | $81,261 | $217,432-62.6% | $185,849-56.3% | $167,536-51.5% |
| Participation rate | 29.4% | 86.1%-56.6pp | 81.7%-52.3pp | 82.1%-52.7pp |
| Annual return | 15.56% | 148.42%-132.9pp | 122.10%-106.5pp | 478.82%-463.3pp |
| Employer contribution / active EE | $637 | $5,875-89.2% | $5,169-87.7% | $4,839-86.8% |
| Participant deferral / active EE | $2,718 | $6,357-57.2% | $5,569-51.2% | $6,342-57.1% |
| Admin fee / account holder | $142 | $19,818-99.3% | $16,244-99.1% | $12,315-98.8% |