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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 | $6,237 | $97,125-93.6% | $86,233-92.8% | $137,256-95.5% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.0%-9.0pp | 80.0%-20.0pp |
| Annual return | 23.27% | 74.19%-50.9pp | 61.39%-38.1pp | 220.34%-197.1pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $981 | $5,180-81.1% | $4,559-78.5% | $6,407-84.7% |
| Admin fee / account holder | $12 | $9,725-99.9% | $8,342-99.9% | $12,270-99.9% |