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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 | $67,234 | $99,652-32.5% | $78,778-14.7% | $147,586-54.4% |
| Participation rate | 38.1% | 76.2%-38.1pp | 69.2%-31.1pp | 82.8%-44.7pp |
| Annual return | 10.75% | 47.28%-36.5pp | 35.62%-24.9pp | 578.59%-567.8pp |
| Employer contribution / active EE | $160 | $2,796-94.3% | $1,986-92.0% | $4,876-96.7% |
| Participant deferral / active EE | $1,360 | $3,664-62.9% | $2,958-54.0% | $5,439-75.0% |
| Admin fee / account holder | $241 | $7,155-96.6% | $5,134-95.3% | $10,886-97.8% |