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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 | $55,364 | $209,425-73.6% | $178,499-69.0% | $158,966-65.2% |
| Participation rate | 35.7% | 86.4%-50.6pp | 81.9%-46.2pp | 82.0%-46.2pp |
| Annual return | 13.48% | 188.80%-175.3pp | 151.10%-137.6pp | 302.95%-289.5pp |
| Employer contribution / active EE | $843 | $5,707-85.2% | $5,011-83.2% | $4,762-82.3% |
| Participant deferral / active EE | $2,694 | $5,955-54.8% | $5,202-48.2% | $5,983-55.0% |
| Admin fee / account holder | $12 | $17,078-99.9% | $13,986-99.9% | $11,250-99.9% |