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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 | $157,401 | $125,190+25.7% | $105,624+49.0% | $145,897+7.9% |
| Participation rate | 62.5% | 77.6%-15.1pp | 75.3%-12.8pp | 80.3%-17.8pp |
| Annual return | 15.32% | 225.22%-209.9pp | 116.20%-100.9pp | 552.29%-537.0pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,156 | $5,716-44.8% | $5,013-37.0% | $6,689-52.8% |
| Admin fee / account holder | $174 | $17,138-99.0% | $10,961-98.4% | $13,390-98.7% |