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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 | $33,466 | $102,382-67.3% | $147,005-77.2% | $80,874-58.6% |
| Participation rate | 69.0% | 75.8%-6.9pp | 82.2%-13.2pp | 67.6%+1.3pp |
| Annual return | 20.28% | 134.89%-114.6pp | 418.76%-398.5pp | 35.62%-15.3pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,679 | $6,646+0.5% | $8,070-17.2% | $4,297+55.4% |
| Admin fee / account holder | $18 | $7,942-99.8% | $13,006-99.9% | $6,935-99.7% |