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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 | $140,507 | $165,381-15.0% | $149,730-6.2% | $158,966-11.6% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 14.44% | 348.29%-333.9pp | 276.70%-262.3pp | 302.95%-288.5pp |
| Employer contribution / active EE | $833 | $5,104-83.7% | $4,645-82.1% | $4,762-82.5% |
| Participant deferral / active EE | $11,489 | $7,182+60.0% | $6,843+67.9% | $5,983+92.0% |
| Admin fee / account holder | $20 | $10,809-99.8% | $9,310-99.8% | $11,250-99.8% |