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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 | $11,981 | $82,324-85.4% | $68,803-82.6% | $134,545-91.1% |
| Participation rate | 38.1% | 75.1%-37.0pp | 69.0%-30.9pp | 81.2%-43.1pp |
| Annual return | -19.76% | -2.17%-17.6pp | -6.37%-13.4pp | 418.37%-438.1pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,656-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,586 | $4,740-45.4% | $3,942-34.4% | $6,401-59.6% |
| Admin fee / account holder | $1 | $6,485-100.0% | $4,936-100.0% | $11,431-100.0% |