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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 | $44,867 | $154,228-70.9% | $145,433-69.1% | $137,256-67.3% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.3pp | 80.0%-37.1pp |
| Annual return | 29.49% | 74.59%-45.1pp | 66.58%-37.1pp | 220.34%-190.9pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,071 | $8,216+22.6% | $7,897+27.5% | $6,407+57.2% |
| Admin fee / account holder | $291 | $14,344-98.0% | $13,129-97.8% | $12,270-97.6% |