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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 | $17,230 | $95,188-81.9% | $76,518-77.5% | $135,379-87.3% |
| Participation rate | 57.1% | 74.4%-17.2pp | 68.0%-10.9pp | 82.6%-25.5pp |
| Annual return | 0.00% | 4.85%-4.9pp | -0.27%+0.3pp | 519.79%-519.8pp |
| Employer contribution / active EE | $14 | $3,303-99.6% | $2,647-99.5% | $4,779-99.7% |
| Participant deferral / active EE | $2,143 | $4,640-53.8% | $3,836-44.1% | $5,609-61.8% |
| Admin fee / account holder | $111 | $6,249-98.2% | $4,849-97.7% | $10,828-99.0% |