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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 | $39,096 | $95,188-58.9% | $76,518-48.9% | $135,380-71.1% |
| Participation rate | 33.3% | 74.4%-41.1pp | 68.0%-34.7pp | 82.6%-49.3pp |
| Annual return | -4.81% | 4.85%-9.7pp | -0.27%-4.5pp | 519.81%-524.6pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,119 | $4,640-32.8% | $3,836-18.7% | $5,609-44.4% |
| Admin fee / account holder | -$43 | $6,249-100.7% | $4,849-100.9% | $10,828-100.4% |