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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 | $39,703 | $209,428-81.0% | $178,498-77.8% | $158,950-75.0% |
| Participation rate | 25.0% | 86.4%-61.4pp | 81.9%-56.9pp | 82.0%-57.0pp |
| Annual return | 19.92% | 188.78%-168.9pp | 151.09%-131.2pp | 302.91%-283.0pp |
| Employer contribution / active EE | $874 | $5,707-84.7% | $5,011-82.6% | $4,762-81.6% |
| Participant deferral / active EE | $2,808 | $5,955-52.8% | $5,202-46.0% | $5,983-53.1% |
| Admin fee / account holder | $92 | $17,077-99.5% | $13,985-99.3% | $11,248-99.2% |