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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 | $33,786 | $168,635-80.0% | $147,617-77.1% | $125,389-73.1% |
| Participation rate | 44.4% | 88.8%-44.3pp | 84.6%-40.2pp | 83.2%-38.7pp |
| Annual return | -1.26% | 77.65%-78.9pp | 61.98%-63.2pp | 282.24%-283.5pp |
| Employer contribution / active EE | $1,015 | $6,252-83.8% | $5,564-81.8% | $4,866-79.1% |
| Participant deferral / active EE | $4,510 | $5,507-18.1% | $4,895-7.9% | $5,352-15.7% |
| Admin fee / account holder | $52 | $13,580-99.6% | $11,612-99.6% | $9,541-99.5% |