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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 | $25,075 | $73,107-65.7% | $114,563-78.1% | $87,485-71.3% |
| Participation rate | 59.1% | 65.8%-6.7pp | 72.9%-13.8pp | 68.9%-9.8pp |
| Annual return | 16.63% | 19.47%-2.8pp | 241.09%-224.5pp | 26.06%-9.4pp |
| Employer contribution / active EE | $32 | $1,881-98.3% | $2,592-98.8% | $2,596-98.8% |
| Participant deferral / active EE | $1,836 | $3,144-41.6% | $4,142-55.7% | $4,274-57.0% |
| Admin fee / account holder | $289 | $5,770-95.0% | $7,623-96.2% | $7,775-96.3% |