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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 | $55,660 | $58,726-5.2% | $142,898-61.0% | $85,847-35.2% |
| Participation rate | 27.0% | 58.5%-31.5pp | 72.0%-44.9pp | 69.3%-42.3pp |
| Annual return | 238.32% | 27.73%+210.6pp | 5639.64%-5401.3pp | 318.61%-80.3pp |
| Employer contribution / active EE | $0 | $1,424-100.0% | $4,146-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,416 | $2,609-45.7% | $3,838-63.1% | $3,952-64.2% |
| Admin fee / account holder | $0 | $4,234-100.0% | $6,560-100.0% | $6,261-100.0% |