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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 | $52,035 | $109,872-52.6% | $98,483-47.2% | $167,536-68.9% |
| Participation rate | 42.9% | 75.8%-33.0pp | 73.3%-30.5pp | 82.1%-39.3pp |
| Annual return | 17.65% | 1959.31%-1941.7pp | 1494.38%-1476.7pp | 478.82%-461.2pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,027 | $4,673-35.2% | $4,276-29.2% | $6,342-52.3% |
| Admin fee / account holder | $8 | $6,757-99.9% | $5,953-99.9% | $12,315-99.9% |