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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 | $31,836 | $111,830-71.5% | $93,696-66.0% | $145,884-78.2% |
| Participation rate | 21.1% | 74.2%-53.2pp | 68.7%-47.7pp | 80.3%-59.3pp |
| Annual return | 12.04% | 204.08%-192.0pp | 133.74%-121.7pp | 551.85%-539.8pp |
| Employer contribution / active EE | $263 | $3,093-91.5% | $2,422-89.1% | $4,662-94.4% |
| Participant deferral / active EE | $1,507 | $4,920-69.4% | $4,417-65.9% | $6,690-77.5% |
| Admin fee / account holder | $272 | $10,249-97.4% | $8,287-96.7% | $13,392-98.0% |