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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 | $11,667 | $88,754-86.9% | $81,820-85.7% | $145,877-92.0% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 14.50% | 1031.77%-1017.3pp | 777.93%-763.4pp | 551.28%-536.8pp |
| Employer contribution / active EE | $319 | $3,085-89.7% | $2,915-89.1% | $4,663-93.2% |
| Participant deferral / active EE | $1,736 | $4,648-62.6% | $4,323-59.8% | $6,691-74.1% |
| Admin fee / account holder | $4 | $8,424-100.0% | $7,391-99.9% | $13,402-100.0% |