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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 | $1,787 | $76,522-97.7% | $56,033-96.8% | $145,884-98.8% |
| Participation rate | 55.6% | 63.2%-7.7pp | 52.5%+3.1pp | 80.3%-24.7pp |
| Annual return | 15.34% | 3014.28%-2998.9pp | 1711.38%-1696.0pp | 551.85%-536.5pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $229 | $2,624-91.3% | $1,954-88.3% | $6,690-96.6% |
| Admin fee / account holder | $62 | $3,328-98.1% | $2,827-97.8% | $13,392-99.5% |