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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 | $16,273 | $77,908-79.1% | $149,696-89.1% | $75,173-78.4% |
| Participation rate | 10.7% | 65.6%-54.9pp | 78.8%-68.1pp | 67.2%-56.5pp |
| Annual return | 14.68% | 31.73%-17.1pp | 134.46%-119.8pp | 160.72%-146.0pp |
| Employer contribution / active EE | $72 | $3,138-97.7% | $4,821-98.5% | $2,671-97.3% |
| Participant deferral / active EE | $1,195 | $3,411-65.0% | $5,682-79.0% | $4,126-71.0% |
| Admin fee / account holder | $139 | $5,950-97.7% | $13,212-98.9% | $5,651-97.5% |