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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 | $43,995 | $176,688-75.1% | $130,660-66.3% | $152,909-71.2% |
| Participation rate | 30.8% | 79.0%-48.2pp | 71.7%-41.0pp | 82.5%-51.7pp |
| Annual return | 25.51% | 2693.08%-2667.6pp | 1709.29%-1683.8pp | 345.46%-320.0pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,481 | $4,362-66.1% | $3,603-58.9% | $5,851-74.7% |
| Admin fee / account holder | $174 | $7,131-97.6% | $5,463-96.8% | $11,601-98.5% |