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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 | $19,032 | $176,402-89.2% | $134,155-85.8% | $158,950-88.0% |
| Participation rate | 50.0% | 78.7%-28.7pp | 72.2%-22.2pp | 82.0%-32.0pp |
| Annual return | 249.31% | 63.66%+185.7pp | 36.34%+213.0pp | 302.91%-53.6pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $420 | $4,093-89.7% | $3,500-88.0% | $5,983-93.0% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,248-100.0% |