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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 | $78,218 | $148,582-47.4% | $135,942-42.5% | $139,456-43.9% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 21.27% | 79.26%-58.0pp | 68.28%-47.0pp | 373.45%-352.2pp |
| Employer contribution / active EE | $669 | $5,245-87.2% | $4,858-86.2% | $4,753-85.9% |
| Participant deferral / active EE | $9,000 | $8,101+11.1% | $7,759+16.0% | $6,711+34.1% |
| Admin fee / account holder | $60 | $12,402-99.5% | $10,764-99.4% | $11,407-99.5% |