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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 | $44,065 | $181,062-75.7% | $158,223-72.1% | $155,188-71.6% |
| Participation rate | 68.8% | 82.7%-13.9pp | 79.2%-10.5pp | 80.8%-12.1pp |
| Annual return | 8.89% | 57.39%-48.5pp | 52.09%-43.2pp | 148.84%-140.0pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,278 | $6,134-46.6% | $5,467-40.0% | $6,531-49.8% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |