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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 | $51,485 | $100,970-49.0% | $96,576-46.7% | $137,256-62.5% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 26.18% | 38.16%-12.0pp | 38.47%-12.3pp | 220.34%-194.2pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,126 | $8,286+10.1% | $7,956+14.7% | $6,407+42.4% |
| Admin fee / account holder | $100 | $11,312-99.1% | $11,381-99.1% | $12,270-99.2% |