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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 | $35,892 | $197,819-81.9% | $155,789-77.0% | $125,388-71.4% |
| Participation rate | 11.1% | 82.1%-71.0pp | 76.1%-65.0pp | 83.2%-72.1pp |
| Annual return | -3.31% | 86.73%-90.0pp | 71.54%-74.8pp | 282.24%-285.5pp |
| Employer contribution / active EE | $225 | $4,850-95.4% | $3,839-94.1% | $4,866-95.4% |
| Participant deferral / active EE | $1,689 | $5,631-70.0% | $4,798-64.8% | $5,352-68.4% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |