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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 | $15,789 | $103,008-84.7% | $90,304-82.5% | $152,897-89.7% |
| Participation rate | 42.9% | 75.9%-33.0pp | 73.3%-30.4pp | 82.5%-39.6pp |
| Annual return | 24.85% | 95.22%-70.4pp | 78.13%-53.3pp | 345.43%-320.6pp |
| Employer contribution / active EE | $71 | $3,139-97.7% | $2,855-97.5% | $4,764-98.5% |
| Participant deferral / active EE | $2,928 | $4,281-31.6% | $3,885-24.6% | $5,851-50.0% |
| Admin fee / account holder | $15 | $6,175-99.8% | $5,354-99.7% | $11,599-99.9% |