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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 | $56,502 | $197,625-71.4% | $177,840-68.2% | $158,966-64.5% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 30.96% | 58.76%-27.8pp | 48.32%-17.4pp | 302.95%-272.0pp |
| Employer contribution / active EE | $902 | $6,698-86.5% | $5,919-84.8% | $4,762-81.1% |
| Participant deferral / active EE | $7,945 | $8,405-5.5% | $7,714+3.0% | $5,983+32.8% |
| Admin fee / account holder | $25 | $15,405-99.8% | $12,431-99.8% | $11,250-99.8% |