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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 | $59,207 | $183,592-67.8% | $155,574-61.9% | $145,877-59.4% |
| Participation rate | 28.6% | 82.7%-54.1pp | 78.2%-49.6pp | 80.3%-51.7pp |
| Annual return | 10.55% | 61.37%-50.8pp | 64.87%-54.3pp | 551.28%-540.7pp |
| Employer contribution / active EE | $463 | $5,317-91.3% | $4,676-90.1% | $4,663-90.1% |
| Participant deferral / active EE | $1,974 | $6,466-69.5% | $5,629-64.9% | $6,691-70.5% |
| Admin fee / account holder | $189 | $19,316-99.0% | $15,914-98.8% | $13,402-98.6% |