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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 | $32,771 | $185,225-82.3% | $142,898-77.1% | $167,536-80.4% |
| Participation rate | 66.7% | 78.5%-11.8pp | 72.0%-5.3pp | 82.1%-15.4pp |
| Annual return | 20.08% | 8558.12%-8538.0pp | 5639.64%-5619.6pp | 478.82%-458.7pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $8,973 | $4,496+99.6% | $3,838+133.8% | $6,342+41.5% |
| Admin fee / account holder | $28 | $8,032-99.7% | $6,560-99.6% | $12,315-99.8% |