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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 | $70,731 | $167,352-57.7% | $143,788-50.8% | $134,509-47.4% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -12.80% | 0.47%-13.3pp | -0.03%-12.8pp | 418.13%-430.9pp |
| Employer contribution / active EE | $857 | $5,620-84.8% | $4,952-82.7% | $4,741-81.9% |
| Participant deferral / active EE | $2,989 | $6,447-53.6% | $5,638-47.0% | $6,400-53.3% |
| Admin fee / account holder | $24 | $18,091-99.9% | $14,675-99.8% | $11,427-99.8% |