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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 | $16,271 | $54,357-70.1% | $82,706-80.3% | $68,495-76.2% |
| Participation rate | 32.4% | 63.9%-31.5pp | 72.6%-40.1pp | 67.9%-35.5pp |
| Annual return | -15.20% | -13.67%-1.5pp | 701.76%-717.0pp | -7.84%-7.4pp |
| Employer contribution / active EE | $163 | $2,218-92.6% | $3,007-94.6% | $2,596-93.7% |
| Participant deferral / active EE | $937 | $3,246-71.1% | $4,394-78.7% | $4,028-76.7% |
| Admin fee / account holder | $152 | $4,396-96.6% | $5,329-97.2% | $5,403-97.2% |