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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 | $162,136-72.3% | $152,301-70.5% | $154,746-71.0% |
| Participation rate | 42.9% | 84.1%-41.2pp | 82.4%-39.6pp | 80.7%-37.8pp |
| Annual return | 29.49% | 91.02%-61.5pp | 80.50%-51.0pp | 172.34%-142.9pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,071 | $8,341+20.7% | $8,004+25.8% | $6,730+49.6% |
| Admin fee / account holder | $291 | $15,759-98.2% | $14,398-98.0% | $14,365-98.0% |