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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 | $10,404 | $111,535-90.7% | $105,223-90.1% | $137,256-92.4% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 18.40% | 237.85%-219.5pp | 180.65%-162.2pp | 220.34%-201.9pp |
| Employer contribution / active EE | $781 | $3,939-80.2% | $3,689-78.8% | $4,156-81.2% |
| Participant deferral / active EE | $1,652 | $5,500-70.0% | $5,072-67.4% | $6,407-74.2% |
| Admin fee / account holder | $70 | $9,721-99.3% | $8,859-99.2% | $12,270-99.4% |