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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 | $58,987 | $101,492-41.9% | - | $167,536-64.8% |
| Participation rate | 50.0% | 70.2%-20.2pp | - | 82.1%-32.1pp |
| Annual return | 18.73% | 15.60%+3.1pp | - | 478.82%-460.1pp |
| Employer contribution / active EE | $0 | $3,097-100.0% | - | $4,839-100.0% |
| Participant deferral / active EE | $9,832 | $4,671+110.5% | - | $6,342+55.0% |
| Admin fee / account holder | $30 | $3,211-99.1% | - | $12,315-99.8% |