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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 | $40,118 | $202,342-80.2% | $172,752-76.8% | $152,897-73.8% |
| Participation rate | 44.4% | 87.1%-42.6pp | 82.6%-38.2pp | 82.5%-38.0pp |
| Annual return | 29.57% | 1029.83%-1000.3pp | 802.97%-773.4pp | 345.43%-315.9pp |
| Employer contribution / active EE | $1,162 | $5,858-80.2% | $5,144-77.4% | $4,764-75.6% |
| Participant deferral / active EE | $2,767 | $5,948-53.5% | $5,198-46.8% | $5,851-52.7% |
| Admin fee / account holder | $16 | $17,111-99.9% | $13,955-99.9% | $11,599-99.9% |