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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 | $9,276 | $99,053-90.6% | $88,179-89.5% | $138,895-93.3% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.1%-9.1pp | 79.9%-19.9pp |
| Annual return | 20.54% | 78.17%-57.6pp | 64.97%-44.4pp | 145.39%-124.8pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,883 | $5,225-64.0% | $4,614-59.2% | $6,396-70.6% |
| Admin fee / account holder | $23 | $8,748-99.7% | $7,673-99.7% | $12,562-99.8% |