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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 | $29,880 | $93,589-68.1% | $135,942-78.0% | $75,181-60.3% |
| Participation rate | 23.3% | 75.2%-51.9pp | 81.9%-58.7pp | 67.2%-43.9pp |
| Annual return | 25.60% | 30.90%-5.3pp | 68.28%-42.7pp | 160.69%-135.1pp |
| Employer contribution / active EE | $568 | $3,537-83.9% | $4,858-88.3% | $2,671-78.7% |
| Participant deferral / active EE | $3,093 | $6,405-51.7% | $7,759-60.1% | $4,126-25.0% |
| Admin fee / account holder | $114 | $6,977-98.4% | $10,764-98.9% | $5,650-98.0% |