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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 | $28,670 | $73,421-61.0% | $66,439-56.8% | $155,188-81.5% |
| Participation rate | 50.0% | 79.7%-29.7pp | 74.5%-24.5pp | 80.8%-30.8pp |
| Annual return | 19.69% | 1382.37%-1362.7pp | 757.66%-738.0pp | 148.84%-129.2pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,231 | $4,680-52.3% | $3,876-42.4% | $6,531-65.8% |
| Admin fee / account holder | $62 | $8,856-99.3% | $6,173-99.0% | $14,480-99.6% |