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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 | $73,951 | $138,075-46.4% | $123,552-40.1% | $135,379-45.4% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -6.00% | 153.70%-159.7pp | 119.20%-125.2pp | 519.79%-525.8pp |
| Employer contribution / active EE | $820 | $5,152-84.1% | $4,628-82.3% | $4,779-82.8% |
| Participant deferral / active EE | $7,414 | $6,800+9.0% | $6,426+15.4% | $5,609+32.2% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |