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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 | $33,164 | $150,447-78.0% | $136,298-75.7% | $147,586-77.5% |
| Participation rate | 37.5% | 84.4%-46.9pp | 81.9%-44.4pp | 82.8%-45.3pp |
| Annual return | 23.37% | 1049.15%-1025.8pp | 5156.27%-5132.9pp | 578.59%-555.2pp |
| Employer contribution / active EE | $524 | $5,256-90.0% | $4,696-88.8% | $4,876-89.2% |
| Participant deferral / active EE | $2,602 | $6,631-60.8% | $6,247-58.3% | $5,439-52.2% |
| Admin fee / account holder | $61 | $10,906-99.4% | $9,244-99.3% | $10,886-99.4% |