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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 | $146,346 | $165,381-11.5% | $149,730-2.3% | $158,966-7.9% |
| Participation rate | 28.6% | 84.6%-56.0pp | 82.5%-53.9pp | 82.0%-53.4pp |
| Annual return | 20.88% | 348.29%-327.4pp | 276.70%-255.8pp | 302.95%-282.1pp |
| Employer contribution / active EE | $754 | $5,104-85.2% | $4,645-83.8% | $4,762-84.2% |
| Participant deferral / active EE | $5,429 | $7,182-24.4% | $6,843-20.7% | $5,983-9.3% |
| Admin fee / account holder | $138 | $10,809-98.7% | $9,310-98.5% | $11,250-98.8% |