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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 | $6,077 | $88,702-93.1% | $81,780-92.6% | $145,978-95.8% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 17.28% | 1029.12%-1011.8pp | 776.27%-759.0pp | 550.52%-533.2pp |
| Employer contribution / active EE | $318 | $3,084-89.7% | $2,914-89.1% | $4,662-93.2% |
| Participant deferral / active EE | $919 | $4,645-80.2% | $4,321-78.7% | $6,690-86.3% |
| Admin fee / account holder | $50 | $8,414-99.4% | $7,384-99.3% | $13,400-99.6% |