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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 | $16,957 | $81,276-79.1% | $155,574-89.1% | $80,925-79.0% |
| Participation rate | 30.3% | 66.2%-35.9pp | 78.2%-47.9pp | 67.7%-37.4pp |
| Annual return | 22.75% | 33.36%-10.6pp | 64.87%-42.1pp | 35.65%-12.9pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,593 | $3,453-53.9% | $5,629-71.7% | $4,299-62.9% |
| Admin fee / account holder | $202 | $7,993-97.5% | $15,914-98.7% | $6,940-97.1% |