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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 | $1,647 | $69,118-97.6% | $53,647-96.9% | $138,895-98.8% |
| Participation rate | 66.7% | 64.0%+2.7pp | 56.3%+10.4pp | 79.9%-13.3pp |
| Annual return | 14.53% | 248.26%-233.7pp | 358.33%-343.8pp | 145.39%-130.9pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $547 | $2,274-75.9% | $1,813-69.8% | $6,396-91.4% |
| Admin fee / account holder | $228 | $2,724-91.6% | $2,460-90.7% | $12,562-98.2% |