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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 | $53,588 | $73,518-27.1% | $63,003-14.9% | $147,585-63.7% |
| Participation rate | 38.9% | 77.9%-39.0pp | 74.8%-35.9pp | 82.8%-43.9pp |
| Annual return | 17.89% | 175.46%-157.6pp | 87.59%-69.7pp | 578.57%-560.7pp |
| Employer contribution / active EE | $124 | $3,322-96.3% | $2,760-95.5% | $4,876-97.5% |
| Participant deferral / active EE | $845 | $4,183-79.8% | $3,329-74.6% | $5,439-84.5% |
| Admin fee / account holder | $0 | $5,952-100.0% | $3,600-100.0% | $10,885-100.0% |