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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 | $33,966 | $169,361-79.9% | $129,397-73.8% | $145,877-76.7% |
| Participation rate | 55.6% | 76.5%-20.9pp | 69.6%-14.1pp | 80.3%-24.7pp |
| Annual return | 14.35% | 14395.54%-14381.2pp | 9453.98%-9439.6pp | 551.28%-536.9pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,643 | $4,987-47.0% | $4,167-36.6% | $6,691-60.5% |
| Admin fee / account holder | $19 | $9,903-99.8% | $7,679-99.7% | $13,402-99.9% |