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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 | $21,630 | $97,125-77.7% | $86,233-74.9% | $137,256-84.2% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 17.57% | 74.19%-56.6pp | 61.39%-43.8pp | 220.34%-202.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,305 | $5,180-74.8% | $4,559-71.4% | $6,407-79.6% |
| Admin fee / account holder | $219 | $9,725-97.7% | $8,342-97.4% | $12,270-98.2% |