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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 | $83,040 | $173,397-52.1% | $135,987-38.9% | $145,877-43.1% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.4%-26.4pp | 80.3%-30.3pp |
| Annual return | 14.70% | 1166.18%-1151.5pp | 580.01%-565.3pp | 551.28%-536.6pp |
| Employer contribution / active EE | $606 | $5,281-88.5% | $4,214-85.6% | $4,663-87.0% |
| Participant deferral / active EE | $10,000 | $8,710+14.8% | $7,027+42.3% | $6,691+49.5% |
| Admin fee / account holder | $0 | $9,663-100.0% | $6,716-100.0% | $13,402-100.0% |