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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 | $160,695 | $156,398+2.7% | $147,318+9.1% | $138,895+15.7% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 18.26% | 78.75%-60.5pp | 70.43%-52.2pp | 145.39%-127.1pp |
| Employer contribution / active EE | $836 | $4,853-82.8% | $4,593-81.8% | $4,194-80.1% |
| Participant deferral / active EE | $12,811 | $8,237+55.5% | $7,906+62.0% | $6,396+100.3% |
| Admin fee / account holder | $60 | $14,976-99.6% | $13,708-99.6% | $12,562-99.5% |