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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 | $15,197 | $190,916-92.0% | $160,037-90.5% | $134,545-88.7% |
| Participation rate | 44.4% | 82.0%-37.5pp | 78.0%-33.5pp | 81.2%-36.8pp |
| Annual return | -20.09% | 552.79%-572.9pp | 408.95%-429.0pp | 418.37%-438.5pp |
| Employer contribution / active EE | $326 | $4,996-93.5% | $4,226-92.3% | $4,742-93.1% |
| Participant deferral / active EE | $1,886 | $6,925-72.8% | $6,184-69.5% | $6,401-70.5% |
| Admin fee / account holder | $66 | $10,497-99.4% | $8,716-99.2% | $11,431-99.4% |