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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 | $16,794 | $167,030-89.9% | $135,768-87.6% | $155,188-89.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 71.1%-21.1pp | 80.8%-30.8pp |
| Annual return | 27.97% | 678.39%-650.4pp | 526.10%-498.1pp | 148.84%-120.9pp |
| Employer contribution / active EE | $0 | $4,132-100.0% | $3,394-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,892 | $4,528+8.0% | $3,977+23.0% | $6,531-25.1% |
| Admin fee / account holder | $54 | $8,172-99.3% | $7,048-99.2% | $14,480-99.6% |