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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 | $35,797 | $167,362-78.6% | $143,799-75.1% | $134,532-73.4% |
| Participation rate | 61.9% | 84.8%-22.9pp | 80.3%-18.4pp | 81.2%-19.3pp |
| Annual return | -14.46% | 0.47%-14.9pp | -0.04%-14.4pp | 418.27%-432.7pp |
| Employer contribution / active EE | $1,139 | $5,620-79.7% | $4,952-77.0% | $4,741-76.0% |
| Participant deferral / active EE | $2,875 | $6,447-55.4% | $5,638-49.0% | $6,401-55.1% |
| Admin fee / account holder | $266 | $18,094-98.5% | $14,677-98.2% | $11,429-97.7% |