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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 | $57,415 | $57,305+0.2% | $86,640-33.7% | $75,173-23.6% |
| Participation rate | 55.9% | 63.2%-7.3pp | 71.7%-15.8pp | 67.2%-11.3pp |
| Annual return | 22.67% | 2674.24%-2651.6pp | 592.52%-569.8pp | 160.72%-138.0pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,616 | $3,320+69.2% | $4,438+26.5% | $4,126+36.1% |
| Admin fee / account holder | $275 | $4,116-93.3% | $5,616-95.1% | $5,651-95.1% |