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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 | $11,402 | $106,247-89.3% | $96,515-88.2% | $139,466-91.8% |
| Participation rate | 30.0% | 77.8%-47.8pp | 74.3%-44.3pp | 80.3%-50.3pp |
| Annual return | 0.00% | 38.47%-38.5pp | 35.73%-35.7pp | 373.66%-373.7pp |
| Employer contribution / active EE | $662 | $4,106-83.9% | $3,740-82.3% | $4,754-86.1% |
| Participant deferral / active EE | $2,519 | $5,456-53.8% | $4,880-48.4% | $6,712-62.5% |
| Admin fee / account holder | $31 | $7,885-99.6% | $6,735-99.5% | $11,409-99.7% |