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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 | $45,780 | $157,304-70.9% | $141,197-67.6% | $152,909-70.1% |
| Participation rate | 0.0% | 84.8%-84.8pp | 82.5%-82.5pp | 82.5%-82.5pp |
| Annual return | 18.79% | 64.34%-45.6pp | 71.41%-52.6pp | 345.46%-326.7pp |
| Employer contribution / active EE | $548 | $5,263-89.6% | $4,736-88.4% | $4,764-88.5% |
| Participant deferral / active EE | $3,409 | $7,111-52.1% | $6,710-49.2% | $5,851-41.7% |
| Admin fee / account holder | $2 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |