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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 | $81,690 | $106,905-23.6% | $84,020-2.8% | $152,885-46.6% |
| Participation rate | 42.1% | 75.2%-33.1pp | 69.0%-26.9pp | 82.5%-40.3pp |
| Annual return | 19.27% | 105.00%-85.7pp | 71.31%-52.0pp | 345.39%-326.1pp |
| Employer contribution / active EE | $193 | $2,735-92.9% | $1,984-90.3% | $4,763-95.9% |
| Participant deferral / active EE | $1,615 | $4,012-59.7% | $3,239-50.1% | $5,851-72.4% |
| Admin fee / account holder | $241 | $8,287-97.1% | $6,101-96.0% | $11,598-97.9% |