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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 | $114,141 | $197,625-42.2% | $177,840-35.8% | $158,966-28.2% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 15.43% | 58.76%-43.3pp | 48.32%-32.9pp | 302.95%-287.5pp |
| Employer contribution / active EE | $1,138 | $6,698-83.0% | $5,919-80.8% | $4,762-76.1% |
| Participant deferral / active EE | $6,694 | $8,405-20.4% | $7,714-13.2% | $5,983+11.9% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |