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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 | $3,469 | $70,366-95.1% | $66,674-94.8% | $138,895-97.5% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.7%-13.7pp | 79.9%-19.9pp |
| Annual return | 18.43% | 386.41%-368.0pp | 321.24%-302.8pp | 145.39%-127.0pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,132 | $4,374-74.1% | $4,084-72.3% | $6,396-82.3% |
| Admin fee / account holder | $143 | $5,262-97.3% | $5,098-97.2% | $12,562-98.9% |