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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 | $24,749 | $93,598-73.6% | $135,974-81.8% | $75,173-67.1% |
| Participation rate | 15.4% | 75.2%-59.8pp | 81.9%-66.5pp | 67.2%-51.8pp |
| Annual return | 0.00% | 30.89%-30.9pp | 68.30%-68.3pp | 160.72%-160.7pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,654 | $6,405-43.0% | $7,760-52.9% | $4,126-11.4% |
| Admin fee / account holder | $240 | $6,978-96.6% | $10,767-97.8% | $5,651-95.8% |