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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 | $20,605 | $50,554-59.2% | $67,681-69.6% | $87,485-76.4% |
| Participation rate | 37.1% | 67.7%-30.6pp | 73.7%-36.6pp | 68.9%-31.8pp |
| Annual return | 18.08% | 17.81%+0.3pp | 590.58%-572.5pp | 26.06%-8.0pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,697 | $2,961-42.7% | $3,976-57.3% | $4,274-60.3% |
| Admin fee / account holder | $93 | $4,132-97.8% | $6,100-98.5% | $7,775-98.8% |