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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 | $24,635 | $209,336-88.2% | $197,124-87.5% | $137,256-82.1% |
| Participation rate | 41.7% | 87.3%-45.6pp | 86.7%-45.0pp | 80.0%-38.3pp |
| Annual return | 20.51% | 48.09%-27.6pp | 44.34%-23.8pp | 220.34%-199.8pp |
| Employer contribution / active EE | $996 | $6,591-84.9% | $6,227-84.0% | $4,156-76.0% |
| Participant deferral / active EE | $4,459 | $9,614-53.6% | $9,135-51.2% | $6,407-30.4% |
| Admin fee / account holder | $118 | $17,308-99.3% | $16,298-99.3% | $12,270-99.0% |