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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 | $50,511 | $181,896-72.2% | $156,551-67.7% | $273,972-81.6% |
| Participation rate | 42.9% | 88.4%-45.5pp | 84.0%-41.2pp | 83.0%-40.2pp |
| Annual return | 117.06% | 30.74%+86.3pp | 32.23%+84.8pp | 41.46%+75.6pp |
| Employer contribution / active EE | $135 | $6,248-97.8% | $5,501-97.5% | $4,869-97.2% |
| Participant deferral / active EE | $2,657 | $5,550-52.1% | $4,871-45.5% | $5,287-49.7% |
| Admin fee / account holder | $161 | $15,560-99.0% | $13,028-98.8% | $10,133-98.4% |