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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 | $44,036 | $183,627-76.0% | $155,602-71.7% | $145,978-69.8% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.1pp | 80.3%-23.1pp |
| Annual return | 12.53% | 61.32%-48.8pp | 64.81%-52.3pp | 550.52%-538.0pp |
| Employer contribution / active EE | $667 | $5,316-87.5% | $4,675-85.7% | $4,662-85.7% |
| Participant deferral / active EE | $3,861 | $6,466-40.3% | $5,629-31.4% | $6,690-42.3% |
| Admin fee / account holder | $248 | $19,327-98.7% | $15,923-98.4% | $13,400-98.2% |