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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 | $82,996 | $180,455-54.0% | $154,111-46.1% | $135,377-38.7% |
| Participation rate | 57.1% | 87.4%-30.3pp | 83.0%-25.9pp | 82.6%-25.5pp |
| Annual return | -8.56% | 888.14%-896.7pp | 735.15%-743.7pp | 519.75%-528.3pp |
| Employer contribution / active EE | $394 | $6,035-93.5% | $5,298-92.6% | $4,779-91.8% |
| Participant deferral / active EE | $8,530 | $5,806+46.9% | $5,081+67.9% | $5,609+52.1% |
| Admin fee / account holder | $282 | $16,144-98.3% | $13,411-97.9% | $10,828-97.4% |