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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 | $45,827 | $180,462-74.6% | $154,111-70.3% | $135,379-66.1% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -8.15% | 888.17%-896.3pp | 735.18%-743.3pp | 519.79%-527.9pp |
| Employer contribution / active EE | $815 | $6,036-86.5% | $5,298-84.6% | $4,779-83.0% |
| Participant deferral / active EE | $2,514 | $5,806-56.7% | $5,081-50.5% | $5,609-55.2% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |