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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 | $8,756 | $73,421-88.1% | $66,439-86.8% | $155,188-94.4% |
| Participation rate | 62.5% | 79.7%-17.2pp | 74.5%-12.0pp | 80.8%-18.3pp |
| Annual return | 17.58% | 1382.37%-1364.8pp | 757.66%-740.1pp | 148.84%-131.3pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,029 | $4,680-56.7% | $3,876-47.7% | $6,531-68.9% |
| Admin fee / account holder | $32 | $8,856-99.6% | $6,173-99.5% | $14,480-99.8% |