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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 | $52,316 | $201,370-74.0% | $184,256-71.6% | $145,897-64.1% |
| Participation rate | 59.1% | 87.5%-28.4pp | 86.8%-27.7pp | 80.3%-21.2pp |
| Annual return | 0.00% | 29.05%-29.0pp | 28.85%-28.8pp | 552.29%-552.3pp |
| Employer contribution / active EE | $1,186 | $7,024-83.1% | $6,427-81.6% | $4,663-74.6% |
| Participant deferral / active EE | $3,178 | $9,808-67.6% | $9,133-65.2% | $6,689-52.5% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |