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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 | $47,417 | $106,005-55.3% | $92,239-48.6% | $147,585-67.9% |
| Participation rate | 11.1% | 80.4%-69.3pp | 76.5%-65.4pp | 82.8%-71.7pp |
| Annual return | 24.76% | 50.05%-25.3pp | 176.29%-151.5pp | 578.58%-553.8pp |
| Employer contribution / active EE | $173 | $4,333-96.0% | $3,680-95.3% | $4,876-96.4% |
| Participant deferral / active EE | $1,560 | $4,478-65.2% | $3,897-60.0% | $5,439-71.3% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |