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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 | $25,688 | $77,908-67.0% | $149,696-82.8% | $75,173-65.8% |
| Participation rate | 52.3% | 65.6%-13.3pp | 78.8%-26.5pp | 67.2%-14.9pp |
| Annual return | 0.00% | 31.73%-31.7pp | 134.46%-134.5pp | 160.72%-160.7pp |
| Employer contribution / active EE | $213 | $3,138-93.2% | $4,821-95.6% | $2,671-92.0% |
| Participant deferral / active EE | $1,912 | $3,411-43.9% | $5,682-66.3% | $4,126-53.7% |
| Admin fee / account holder | $132 | $5,950-97.8% | $13,212-99.0% | $5,651-97.7% |