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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 | $53,602 | $133,981-60.0% | $112,249-52.2% | $134,532-60.2% |
| Participation rate | 0.0% | 78.6%-78.6pp | 75.1%-75.1pp | 81.2%-81.2pp |
| Annual return | 0.00% | 47.16%-47.2pp | 27.48%-27.5pp | 418.27%-418.3pp |
| Employer contribution / active EE | $79 | $4,040-98.0% | $3,636-97.8% | $4,741-98.3% |
| Participant deferral / active EE | $3,505 | $5,292-33.8% | $4,729-25.9% | $6,401-45.2% |
| Admin fee / account holder | $63 | $7,492-99.2% | $6,412-99.0% | $11,429-99.4% |