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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 | $42,818 | $167,352-74.4% | $143,788-70.2% | $134,509-68.2% |
| Participation rate | 12.5% | 84.8%-72.3pp | 80.3%-67.8pp | 81.2%-68.7pp |
| Annual return | -18.76% | 0.47%-19.2pp | -0.03%-18.7pp | 418.13%-436.9pp |
| Employer contribution / active EE | $229 | $5,620-95.9% | $4,952-95.4% | $4,741-95.2% |
| Participant deferral / active EE | $2,563 | $6,447-60.3% | $5,638-54.6% | $6,400-60.0% |
| Admin fee / account holder | $205 | $18,091-98.9% | $14,675-98.6% | $11,427-98.2% |