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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 | $179,378 | $142,392+26.0% | $119,622+50.0% | $134,532+33.3% |
| Participation rate | 25.0% | 82.8%-57.8pp | 79.3%-54.3pp | 81.2%-56.2pp |
| Annual return | -17.40% | -12.46%-4.9pp | -14.98%-2.4pp | 418.27%-435.7pp |
| Employer contribution / active EE | $645 | $5,224-87.7% | $4,232-84.8% | $4,741-86.4% |
| Participant deferral / active EE | $4,694 | $6,467-27.4% | $5,601-16.2% | $6,401-26.7% |
| Admin fee / account holder | $20 | $13,593-99.9% | $10,328-99.8% | $11,429-99.8% |