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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 | $29,108 | $166,020-82.5% | $164,866-82.3% | $145,959-80.1% |
| Participation rate | 56.3% | 82.0%-25.8pp | 78.6%-22.4pp | 80.3%-24.0pp |
| Annual return | 11.19% | 100.08%-88.9pp | 69.97%-58.8pp | 561.95%-550.8pp |
| Employer contribution / active EE | $1,122 | $5,275-78.7% | $4,343-74.2% | $4,661-75.9% |
| Participant deferral / active EE | $5,915 | $6,961-15.0% | $6,033-1.9% | $6,689-11.6% |
| Admin fee / account holder | $58 | $16,644-99.6% | $12,689-99.5% | $13,398-99.6% |