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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 | $32,926 | $190,916-82.8% | $160,037-79.4% | $134,545-75.5% |
| Participation rate | 33.3% | 82.0%-48.6pp | 78.0%-44.7pp | 81.2%-47.9pp |
| Annual return | 0.00% | 552.79%-552.8pp | 408.95%-409.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $437 | $4,996-91.3% | $4,226-89.7% | $4,742-90.8% |
| Participant deferral / active EE | $12,643 | $6,925+82.6% | $6,184+104.5% | $6,401+97.5% |
| Admin fee / account holder | $265 | $10,497-97.5% | $8,716-97.0% | $11,431-97.7% |