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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 | $4,595 | $67,823-93.2% | $52,425-91.2% | $137,256-96.7% |
| Participation rate | 17.6% | 63.9%-46.3pp | 55.6%-38.0pp | 80.0%-62.3pp |
| Annual return | 24.84% | 219.11%-194.3pp | 302.12%-277.3pp | 220.34%-195.5pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $279 | $2,288-87.8% | $1,790-84.4% | $6,407-95.6% |
| Admin fee / account holder | $24 | $2,844-99.1% | $2,495-99.0% | $12,270-99.8% |