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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 | $34,488 | $96,678-64.3% | $86,640-60.2% | $139,466-75.3% |
| Participation rate | 28.6% | 74.4%-45.8pp | 71.7%-43.1pp | 80.3%-51.8pp |
| Annual return | 19.69% | 106.69%-87.0pp | 592.52%-572.8pp | 373.66%-354.0pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,600 | $4,837-46.2% | $4,438-41.4% | $6,712-61.3% |
| Admin fee / account holder | $174 | $6,410-97.3% | $5,616-96.9% | $11,409-98.5% |