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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 | $21,711 | $176,120-87.7% | $159,487-86.4% | $167,553-87.0% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 11.15% | 331.95%-320.8pp | 263.71%-252.6pp | 478.89%-467.7pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $7,537 | $7,752-2.8% | $7,354+2.5% | $6,343+18.8% |
| Admin fee / account holder | $4 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |