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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 | $39,739 | $124,330-68.0% | $109,173-63.6% | $167,536-76.3% |
| Participation rate | 16.7% | 79.5%-62.8pp | 75.9%-59.2pp | 82.1%-65.4pp |
| Annual return | 15.99% | 26.04%-10.1pp | 25.75%-9.8pp | 478.82%-462.8pp |
| Employer contribution / active EE | $538 | $4,209-87.2% | $3,723-85.6% | $4,839-88.9% |
| Participant deferral / active EE | $2,085 | $5,256-60.3% | $4,654-55.2% | $6,342-67.1% |
| Admin fee / account holder | $79 | $7,974-99.0% | $6,755-98.8% | $12,315-99.4% |