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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 | $38,433 | $81,870-53.1% | $119,622-67.9% | $68,486-43.9% |
| Participation rate | 53.1% | 71.9%-18.8pp | 79.3%-26.1pp | 67.9%-14.8pp |
| Annual return | -14.80% | -23.82%+9.0pp | -14.98%+0.2pp | -7.85%-6.9pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,789 | $4,148+15.5% | $5,601-14.5% | $4,028+18.9% |
| Admin fee / account holder | $117 | $6,583-98.2% | $10,328-98.9% | $5,404-97.8% |