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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 | $173,185 | $198,457-12.7% | $170,435+1.6% | $147,586+17.3% |
| Participation rate | 42.9% | 88.0%-45.1pp | 83.6%-40.7pp | 82.8%-40.0pp |
| Annual return | 16.71% | 257.30%-240.6pp | 205.94%-189.2pp | 578.59%-561.9pp |
| Employer contribution / active EE | $1,269 | $6,183-79.5% | $5,432-76.6% | $4,876-74.0% |
| Participant deferral / active EE | $7,033 | $5,629+24.9% | $4,939+42.4% | $5,439+29.3% |
| Admin fee / account holder | $278 | $16,852-98.4% | $13,881-98.0% | $10,886-97.4% |