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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 | $22,127 | $183,539-87.9% | $155,556-85.8% | $145,897-84.8% |
| Participation rate | 56.5% | 82.7%-26.2pp | 78.2%-21.7pp | 80.3%-23.8pp |
| Annual return | 72.10% | 61.31%+10.8pp | 64.84%+7.3pp | 552.29%-480.2pp |
| Employer contribution / active EE | $680 | $5,315-87.2% | $4,675-85.4% | $4,663-85.4% |
| Participant deferral / active EE | $2,102 | $6,467-67.5% | $5,631-62.7% | $6,689-68.6% |
| Admin fee / account holder | $101 | $19,275-99.5% | $15,885-99.4% | $13,390-99.2% |