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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 | $29,139 | $103,392-71.8% | $87,104-66.5% | $152,897-80.9% |
| Participation rate | 15.4% | 79.4%-64.0pp | 76.9%-61.5pp | 82.5%-67.1pp |
| Annual return | 43.54% | 28.10%+15.4pp | 28.19%+15.3pp | 345.43%-301.9pp |
| Employer contribution / active EE | $628 | $3,221-80.5% | $2,521-75.1% | $4,764-86.8% |
| Participant deferral / active EE | $2,409 | $4,778-49.6% | $4,048-40.5% | $5,851-58.8% |
| Admin fee / account holder | $8 | $12,194-99.9% | $7,491-99.9% | $11,599-99.9% |