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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 | $96,983 | $110,551-12.3% | $80,741+20.1% | $167,536-42.1% |
| Participation rate | 50.0% | 64.0%-14.0pp | 54.2%-4.2pp | 82.1%-32.1pp |
| Annual return | 10.93% | 120.57%-109.6pp | 87.30%-76.4pp | 478.82%-467.9pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $327 | $2,870-88.6% | $2,145-84.8% | $6,342-94.8% |
| Admin fee / account holder | $60 | $4,547-98.7% | $3,380-98.2% | $12,315-99.5% |