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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 | $33,785 | $215,361-84.3% | $171,082-80.3% | $273,972-87.7% |
| Participation rate | 40.0% | 82.0%-42.0pp | 76.7%-36.7pp | 83.0%-43.0pp |
| Annual return | 4.35% | 25.14%-20.8pp | 32.56%-28.2pp | 41.46%-37.1pp |
| Employer contribution / active EE | $86 | $4,967-98.3% | $4,002-97.9% | $4,869-98.2% |
| Participant deferral / active EE | $2,610 | $5,543-52.9% | $4,797-45.6% | $5,287-50.6% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |