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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 | $46,334 | $90,607-48.9% | $79,467-41.7% | $135,380-65.8% |
| Participation rate | 40.0% | 76.0%-36.0pp | 73.3%-33.3pp | 82.6%-42.6pp |
| Annual return | 81.08% | 977.74%-896.7pp | 718.30%-637.2pp | 519.81%-438.7pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,373 | $4,050-41.4% | $3,704-35.9% | $5,609-57.7% |
| Admin fee / account holder | $146 | $5,895-97.5% | $5,104-97.1% | $10,828-98.7% |