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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 | $11,877 | $111,830-89.4% | $93,696-87.3% | $145,884-91.9% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 40.24% | 204.08%-163.8pp | 133.74%-93.5pp | 551.85%-511.6pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,898 | $4,920-41.1% | $4,417-34.4% | $6,690-56.7% |
| Admin fee / account holder | $52 | $10,249-99.5% | $8,287-99.4% | $13,392-99.6% |