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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 | $119,282 | $160,070-25.5% | $147,117-18.9% | $145,897-18.2% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 10.70% | 98.69%-88.0pp | 420.54%-409.8pp | 552.29%-541.6pp |
| Employer contribution / active EE | $514 | $5,285-90.3% | $4,932-89.6% | $4,663-89.0% |
| Participant deferral / active EE | $2,743 | $8,419-67.4% | $8,065-66.0% | $6,689-59.0% |
| Admin fee / account holder | $59 | $15,035-99.6% | $12,993-99.5% | $13,390-99.6% |