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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 | $97,198 | $154,228-37.0% | $145,433-33.2% | $137,256-29.2% |
| Participation rate | 28.6% | 83.8%-55.2pp | 82.1%-53.5pp | 80.0%-51.4pp |
| Annual return | 19.64% | 74.59%-54.9pp | 66.58%-46.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $757 | $4,804-84.2% | $4,554-83.4% | $4,156-81.8% |
| Participant deferral / active EE | $4,914 | $8,216-40.2% | $7,897-37.8% | $6,407-23.3% |
| Admin fee / account holder | $206 | $14,344-98.6% | $13,129-98.4% | $12,270-98.3% |