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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 | $90,059 | $174,379-48.4% | $152,093-40.8% | $138,895-35.2% |
| Participation rate | 40.9% | 81.6%-40.7pp | 77.8%-36.9pp | 79.9%-39.0pp |
| Annual return | 45.65% | 74.86%-29.2pp | 66.36%-20.7pp | 145.39%-99.7pp |
| Employer contribution / active EE | $533 | $4,652-88.6% | $4,175-87.2% | $4,194-87.3% |
| Participant deferral / active EE | $6,639 | $6,159+7.8% | $5,451+21.8% | $6,396+3.8% |
| Admin fee / account holder | $111 | $16,880-99.3% | $14,497-99.2% | $12,562-99.1% |