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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 | $30,640 | $183,592-83.3% | $155,574-80.3% | $145,877-79.0% |
| Participation rate | 31.6% | 82.7%-51.1pp | 78.2%-46.6pp | 80.3%-48.7pp |
| Annual return | 17.91% | 61.37%-43.5pp | 64.87%-47.0pp | 551.28%-533.4pp |
| Employer contribution / active EE | $720 | $5,317-86.5% | $4,676-84.6% | $4,663-84.6% |
| Participant deferral / active EE | $3,056 | $6,466-52.7% | $5,629-45.7% | $6,691-54.3% |
| Admin fee / account holder | $20 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |