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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 | $21,152 | $148,623-85.8% | $135,974-84.4% | $139,466-84.8% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 13.34% | 79.30%-66.0pp | 68.30%-55.0pp | 373.66%-360.3pp |
| Employer contribution / active EE | $884 | $5,246-83.2% | $4,859-81.8% | $4,754-81.4% |
| Participant deferral / active EE | $3,124 | $8,103-61.4% | $7,760-59.7% | $6,712-53.5% |
| Admin fee / account holder | $147 | $12,406-98.8% | $10,767-98.6% | $11,409-98.7% |