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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 | $54,873 | $90,467-39.3% | $93,759-41.5% | $134,532-59.2% |
| Participation rate | 44.4% | 82.0%-37.5pp | 81.0%-36.5pp | 81.2%-36.8pp |
| Annual return | -18.47% | -15.72%-2.8pp | -11.33%-7.1pp | 418.27%-436.7pp |
| Employer contribution / active EE | $785 | $4,345-81.9% | $4,324-81.8% | $4,741-83.4% |
| Participant deferral / active EE | $3,927 | $5,980-34.3% | $6,096-35.6% | $6,401-38.7% |
| Admin fee / account holder | $66 | $9,258-99.3% | $7,197-99.1% | $11,429-99.4% |