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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 | $200,656 | $197,625+1.5% | $177,840+12.8% | $158,966+26.2% |
| Participation rate | 28.6% | 88.5%-60.0pp | 87.7%-59.1pp | 82.0%-53.4pp |
| Annual return | 10.66% | 58.76%-48.1pp | 48.32%-37.7pp | 302.95%-292.3pp |
| Employer contribution / active EE | $271 | $6,698-95.9% | $5,919-95.4% | $4,762-94.3% |
| Participant deferral / active EE | $4,286 | $8,405-49.0% | $7,714-44.4% | $5,983-28.4% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |