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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 | $19,905 | $134,817-85.2% | $123,973-83.9% | $155,188-87.2% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.7%-26.7pp | 80.8%-30.8pp |
| Annual return | 24.69% | 515.49%-490.8pp | 388.13%-363.4pp | 148.84%-124.1pp |
| Employer contribution / active EE | $608 | $4,425-86.3% | $4,126-85.3% | $4,248-85.7% |
| Participant deferral / active EE | $3,367 | $5,706-41.0% | $5,247-35.8% | $6,531-48.4% |
| Admin fee / account holder | $23 | $13,245-99.8% | $11,799-99.8% | $14,480-99.8% |