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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 | $69,766 | $156,398-55.4% | $147,318-52.6% | $138,895-49.8% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 19.71% | 78.75%-59.0pp | 70.43%-50.7pp | 145.39%-125.7pp |
| Employer contribution / active EE | $396 | $4,853-91.8% | $4,593-91.4% | $4,194-90.6% |
| Participant deferral / active EE | $10,400 | $8,237+26.3% | $7,906+31.5% | $6,396+62.6% |
| Admin fee / account holder | $54 | $14,976-99.6% | $13,708-99.6% | $12,562-99.6% |