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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 | $52,405 | $99,652-47.4% | $78,778-33.5% | $147,586-64.5% |
| Participation rate | 55.6% | 76.2%-20.7pp | 69.2%-13.6pp | 82.8%-27.3pp |
| Annual return | 18.01% | 47.28%-29.3pp | 35.62%-17.6pp | 578.59%-560.6pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,960 | $3,664+90.0% | $2,958+135.3% | $5,439+28.0% |
| Admin fee / account holder | $71 | $7,155-99.0% | $5,134-98.6% | $10,886-99.4% |