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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 | $20,174 | $138,114-85.4% | $125,391-83.9% | $134,545-85.0% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $756 | $5,246-85.6% | $4,816-84.3% | $4,742-84.0% |
| Participant deferral / active EE | $9,318 | $7,801+19.4% | $7,448+25.1% | $6,401+45.6% |
| Admin fee / account holder | $17 | $11,570-99.9% | $10,009-99.8% | $11,431-99.9% |