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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 | $44,188 | $138,102-68.0% | $125,381-64.8% | $134,532-67.2% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -14.93% | 750.73%-765.7pp | 572.31%-587.2pp | 418.27%-433.2pp |
| Employer contribution / active EE | $885 | $5,245-83.1% | $4,815-81.6% | $4,741-81.3% |
| Participant deferral / active EE | $3,172 | $7,801-59.3% | $7,448-57.4% | $6,401-50.4% |
| Admin fee / account holder | $126 | $11,568-98.9% | $10,007-98.7% | $11,429-98.9% |