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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 | $22,045 | $114,130-80.7% | $96,192-77.1% | $167,553-86.8% |
| Participation rate | 50.0% | 75.1%-25.1pp | 68.4%-18.4pp | 82.1%-32.1pp |
| Annual return | 20.53% | 190.07%-169.5pp | 192.09%-171.6pp | 478.89%-458.4pp |
| Employer contribution / active EE | $0 | $3,431-100.0% | $2,799-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,550 | $5,198-12.5% | $4,351+4.6% | $6,343-28.3% |
| Admin fee / account holder | $76 | $6,901-98.9% | $5,539-98.6% | $12,316-99.4% |