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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 | $47,284 | $183,539-74.2% | $155,556-69.6% | $145,897-67.6% |
| Participation rate | 31.3% | 82.7%-51.5pp | 78.2%-47.0pp | 80.3%-49.1pp |
| Annual return | 14.81% | 61.31%-46.5pp | 64.84%-50.0pp | 552.29%-537.5pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,408 | $6,467-47.3% | $5,631-39.5% | $6,689-49.1% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |