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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 | $42,456 | $154,209-72.5% | $130,062-67.4% | $139,487-69.6% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 31.11% | 32.52%-1.4pp | -137.37%+168.5pp | 373.84%-342.7pp |
| Employer contribution / active EE | $880 | $5,292-83.4% | $4,322-79.6% | $4,755-81.5% |
| Participant deferral / active EE | $4,635 | $6,709-30.9% | $5,821-20.4% | $6,713-30.9% |
| Admin fee / account holder | $255 | $13,988-98.2% | $10,601-97.6% | $11,407-97.8% |