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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 | $17,801 | $65,434-72.8% | $98,483-81.9% | $85,847-79.3% |
| Participation rate | 29.8% | 65.0%-35.2pp | 73.3%-43.6pp | 69.3%-39.5pp |
| Annual return | 19.95% | 21.75%-1.8pp | 1494.38%-1474.4pp | 318.61%-298.7pp |
| Employer contribution / active EE | $189 | $2,169-91.3% | $2,961-93.6% | $2,565-92.6% |
| Participant deferral / active EE | $1,169 | $3,168-63.1% | $4,276-72.7% | $3,952-70.4% |
| Admin fee / account holder | $16 | $4,595-99.7% | $5,953-99.7% | $6,261-99.7% |