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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 | $44,594 | $201,344-77.9% | $184,243-75.8% | $145,877-69.4% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 24.02% | 29.01%-5.0pp | 28.82%-4.8pp | 551.28%-527.3pp |
| Employer contribution / active EE | $1,238 | $7,022-82.4% | $6,427-80.7% | $4,663-73.5% |
| Participant deferral / active EE | $5,496 | $9,807-44.0% | $9,132-39.8% | $6,691-17.9% |
| Admin fee / account holder | $275 | $16,382-98.3% | $13,914-98.0% | $13,402-97.9% |