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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 | $44,057 | $209,425-79.0% | $178,499-75.3% | $158,966-72.3% |
| Participation rate | 40.0% | 86.4%-46.4pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 23.57% | 188.80%-165.2pp | 151.10%-127.5pp | 302.95%-279.4pp |
| Employer contribution / active EE | $866 | $5,707-84.8% | $5,011-82.7% | $4,762-81.8% |
| Participant deferral / active EE | $3,476 | $5,955-41.6% | $5,202-33.2% | $5,983-41.9% |
| Admin fee / account holder | $147 | $17,078-99.1% | $13,986-98.9% | $11,250-98.7% |