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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 | $63,746 | $190,916-66.6% | $160,037-60.2% | $134,545-52.6% |
| Participation rate | 8.3% | 82.0%-73.6pp | 78.0%-69.7pp | 81.2%-72.9pp |
| Annual return | -15.07% | 552.79%-567.9pp | 408.95%-424.0pp | 418.37%-433.4pp |
| Employer contribution / active EE | $295 | $4,996-94.1% | $4,226-93.0% | $4,742-93.8% |
| Participant deferral / active EE | $1,667 | $6,925-75.9% | $6,184-73.0% | $6,401-74.0% |
| Admin fee / account holder | $0 | $10,497-100.0% | $8,716-100.0% | $11,431-100.0% |