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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 | $94,358 | $92,684+1.8% | $82,706+14.1% | $134,509-29.8% |
| Participation rate | 23.5% | 75.2%-51.7pp | 72.6%-49.0pp | 81.2%-57.7pp |
| Annual return | -12.11% | 945.84%-957.9pp | 701.76%-713.9pp | 418.13%-430.2pp |
| Employer contribution / active EE | $198 | $3,272-94.0% | $3,007-93.4% | $4,741-95.8% |
| Participant deferral / active EE | $2,866 | $4,800-40.3% | $4,394-34.8% | $6,400-55.2% |
| Admin fee / account holder | $196 | $5,982-96.7% | $5,329-96.3% | $11,427-98.3% |