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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 | $71,012 | $76,522-7.2% | $56,033+26.7% | $145,884-51.3% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 16.43% | 3014.28%-2997.9pp | 1711.38%-1694.9pp | 551.85%-535.4pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,450 | $2,624-44.7% | $1,954-25.8% | $6,690-78.3% |
| Admin fee / account holder | $133 | $3,328-96.0% | $2,827-95.3% | $13,392-99.0% |