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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 | $136,594 | $134,001+1.9% | $112,258+21.7% | $134,509+1.5% |
| Participation rate | 25.0% | 78.6%-53.6pp | 75.1%-50.1pp | 81.2%-56.2pp |
| Annual return | -18.28% | 47.15%-65.4pp | 27.47%-45.7pp | 418.13%-436.4pp |
| Employer contribution / active EE | $480 | $4,039-88.1% | $3,636-86.8% | $4,741-89.9% |
| Participant deferral / active EE | $6,000 | $5,291+13.4% | $4,728+26.9% | $6,400-6.3% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |