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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 | $35,284 | $180,749-80.5% | $160,784-78.1% | $137,256-74.3% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.0%-17.0pp | 80.0%-20.0pp |
| Annual return | 15.67% | 2234.46%-2218.8pp | 1803.92%-1788.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,971 | $6,844-56.6% | $6,293-52.8% | $6,407-53.6% |
| Admin fee / account holder | $194 | $10,397-98.1% | $9,717-98.0% | $12,270-98.4% |