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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 | $43,249 | $155,555-72.2% | $146,866-70.6% | $155,188-72.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 19.17% | 115.41%-96.2pp | 102.85%-83.7pp | 148.84%-129.7pp |
| Employer contribution / active EE | $540 | $4,647-88.4% | $4,425-87.8% | $4,248-87.3% |
| Participant deferral / active EE | $7,200 | $8,044-10.5% | $7,759-7.2% | $6,531+10.2% |
| Admin fee / account holder | $72 | $14,755-99.5% | $13,620-99.5% | $14,480-99.5% |